Method Community

Greg, From what you're describing, it sounds like there may still be a calendar object in a custom screen somewhere that hasn't been changed back.  Would there be any other users that may have made a screen perhaps?  If you can confirm this is the case, could you email me your account and turn on the MethodSupport user so we can ...

Hi Greg, Are there any calendars that have the resource changed still?  If any calendar in Method is set to different resource than the rest, it can cause inconsistencies with the calendar.  There is an article in our Help Center that outlines this: Calendar Resources. What happens if you save an activity that doesn't currently ...

This question came in from Patrick: I downloaded the custom report builder, and added SKU to the estimate, except it is showing same SKU over and over instead of a new SKU matching the description. Hi Patrick, Where is this field added in Method?  In the Estimate table or the EstimateLine table?  Should this SKU match up with ...

I would say we are pretty close, with the exception being that we don't automatically capture the customer's email reply and update the case notes. This would be done by the case handler by either Method, the gadget or plugin.  Your customers shouldn't notice much, if any change in what they do currently.   - Adam

Hi jdcard, For Method, you would use Cases to keep track of your support cases.  With the addition of either the Gmail Gadget or the Outlook Plugin, it will allow you to log incoming emails and respond to those emails through the plugin/gadget by updating the case notes in Method.  It can either update or create a new case. ...

If you wish to sort and filter Leads, another option would be to utilize our Tags feature.  These tags also appear in the Existing Lead Contact List grid and can actually be transferred over when the Lead becomes a Customer and appear in the Customer List screen as well. - Adam

Hi k.leeser, Unfortunately the LeadStatus table cannot be altered as Method automatically inserts these values when converting the lead to a customer.  The LeadRating can be altered, however you'll need to create a simple screen to edit and add values.  This screen is really simple and just needs to include a grid to see the ...

Hi Eric, Your process is correct.  I tested using my account and it worked as it should.  What do you see when you hover over the tablink?  It should list your new screen there, like below: How are you accessing this screen?  By clicking it directly or through for instance the "New Lead" button on the Leads and ...

This email came in from Susan: Is there a way on Method to search or click on something to pull up the activities that were updated from the prior day and view comments from them? Hi Susan, While there is no stock way to view all modified activities from a certain day, there are a number of ways to customize this.  One way would be ...

This would be a rather simple customization then.  You could ceate a Method user as your subcontractor and attach a vendor to them.  Then you can add a couple of actions to the save button on the Work Order.  One to check if the work order is completed, and if it is, then one to create the bill as I stated above.  If you'd ...