Method Community

Hello BVS, Here's my answer. You can definitely do that by using List Builder feature to easily generate a list of customers based on your criteria, and then send an email template with the appropriate information. But in order to use List Bulider, I would suggest that you use TAGS for the customer you  would like to ...

Hello Cheryl, Here's my answer. Work orders does not sync with quickbooks, you have to create an invoice of the work order in order to sync them with quickbooks. In regards to Estimates make sure that the Wait for Sync Approval is unchecked on the Field Service Center -> Estimate -> Add/Edit Estimate Screen, this will ensure that ...

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 the forums. You can post your questions on forums without any trouble. In order to search for the post ...

Hello Aaronseal, Here's my asnwer. To set up you email in Method,  In Method CRM, go to Customize > My Account. Click view / edit... beside 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 ...

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: ",Friend,Partner,". NOTE: at this time, importing a new tag into a field ...

Hello Vince, Here's my answer. If you wnat to add a person whom you don't want as a customer, you can add him as a lead by clicking on tab Leads -> New lead. So in this way that lead won'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, ...

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

Hi Davewalter, Here's my answer. You can achieve this by various methods, herewith mentioning few of them. Save the hyperlink code into an action result.  I used <a href="*"  target="_blank">*</a> . The "*" are place holders for the actual web address. Use a character function ...

Hi Robert, Here's my answer. The best way to do this is to add 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  which update field or object with the value " Value From Session" in that you can select Username. You can use ...

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