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  • Re: forums bug?

    Hello Vince, Thanks for your feedback, we are aware of the error that occurs when you try to click on the number of posts., there is a bug because of that its not returning the proper action but it is not affecting any other part of&nbsp;the forums. You can post your questions on forums&nbsp;without any trouble. In order to search for the post ...
  • Re: How do I setup email when I use gmail as a forwarding address?

    Hello Aaronseal, Here&#39;s my asnwer. To set up you email in Method,&nbsp; In Method CRM, go to&nbsp;Customize &gt; My Account. Click&nbsp;view / edit...&nbsp;beside&nbsp;Default Email Preferences. Enter your SMTP mail server settings. If you are unsure what your settings are, you may have to ask the person at your company who setup your ...
  • Re: Importing/Exporting Tags

    Hi Appletonator, Tags are stored in the TagList field, separate by commas, with no spaces. The first and last tag are wrapped with a comma. So, if you had a contact you were importing that was a friend and a partner, you could import them with this format: &quot;,Friend,Partner,&quot;. NOTE: at this time, importing a new tag into a field ...
  • Re: easiest way to add a 'person' who is non-customer into METHOD

    Hello Vince, Here&#39;s my answer. If you wnat to add a person whom you don&#39;t want as a customer, you can add him as a lead by clicking on tab Leads -&gt; New lead. So in this way that lead won&#39;t reflect in your customers. However, you can convert your lead to Customer anytime you want. We have a great article on Leads in our Helpcenter, ...
  • Re: Adding a new drop-down field to a custome sales order form

    Hi GTalburt, In order to assist you better, I have few questions based on your explanation. 1. In the second part you mentioned that &quot;you add a grid to new section and added 2 new fields to that grid&quot;.&nbsp;Are you adding&nbsp;fields in the grid or you are adding objects? If you are adding fields, What kind of fields you are adding ...
  • Re: Custom URL Field

    Hi Davewalter, Here&#39;s my answer. You can achieve this by various methods, herewith mentioning few of them. Save the hyperlink code into an action result. &nbsp;I used&nbsp;&lt;a href=&quot;*&quot; &nbsp;target=&quot;_blank&quot;&gt;*&lt;/a&gt;&nbsp;. The &quot;*&quot; are place holders for the actual web address. Use a character function ...
  • Re: Report user who made last change

    Hi Robert, Here&#39;s my answer. The best way to do this is&nbsp;to add&nbsp;custom field and and assign action to the save button for example by clicking save button it call for action Enter Value into Field on Screen &nbsp;which update field or object with the value &quot; Value From Session&quot; in that you can select Username. You can use ...
  • Re: Cannot login to Method CRM again today

    Hi Robert, The browser in which you are using Method just check the time setting of that browser, if those are fine , I would suggest to give a call to ur support team and we will take care of that. Regards, Inder
  • Re: Contract Change Orders

    Hi Davewalter, Here&#39;s my answer. As you mentioned you want to add or delete items from your existing workorder, for that you can go to Field Service Center -&gt;WorkOrder List-&gt; select the existing work order. It will give you Add/Edit Work order,&nbsp;from that screen you can add or delete the items you wants, in that way you can make ...
  • Re: Cannot login to Method CRM again today

    Hello Robert, I would suggest you to call our support team, so we can look into the matter and try to fix the issue for you. Moreover,I&nbsp;would suggest that make sure your&nbsp;Internet browser time&nbsp;settings are correct because it might be creating that&nbsp;issues. Regards Inder
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