Method Community

[quote user="Marcelo11756"] NEVER MIND, I GOT IT [/quote] Thank you for the update. If you can post your solution so that it becomes searchable, please feel free to reply with what worked. In most cases, if the screen is customized, this is just due to the way it was modified. -Angelo

Just to add to my last post regarding the Comments field. The calendar integration is a part of the core CRM functions of Method, and is built to integrate generally throughout the app. Work Order instructions are specific to the Field Services add-on and while common data may be shared (such as Comments), individual data fields specific ...

[quote user="Innovative"] Great now it shows on google calendar but the work order instructions do not?? it appears the comments field (activity) and work order instructions are different? [/quote] The Calendar Event description will only display the Comments field from Method. The WorkOrderInstructions field is separate from the ...

Hi fmf7, [quote user="fmf7"] 1. can contacts be shared across customers? [/quote] No, this is not possible out-of-the box, as contacts belong to customers. For example, John, Debbie and Nancy can all be contacts for company ABC Acme Inc. but cannot at the same time be contacts for XYZ Acme Co.. [quote ...

[quote user="Innovative"] Activities sync but not work orders how do i get work orders to sync [/quote] Innovative, By default, only Activities are synced to the Calendar. Please refer to the following Help centre article. Go to "Activities" and then "New Activity". On the "Activity Type" dropdown, ...

[quote user="bcr_garrett"] Is there any way to add other functions to these dynamically created "rows."  I would like to be able to average a column instead of subtotaling - but keep it in the grid for ease of exporting and printing if necessary. Any suggestiong? [/quote] Hi Garrett, Only subtotals may be part ...

Hi Suzanne, These types of emails are sent from Method to the customer, along with being CC'd to the Method account's configured email address. You should find a copy of these emails in that account's Inbox rather than the Sent folder. So if your Method account's email address is Suzanne@somecompany.com you ...

Hi Angie, I just want to confirm a few things. First, you would have needed to create the custom questions field to your Contacts table. When you perform the import, make sure that the field name matches the one in the table. Lastly, you'll need to make sure that the Screen and/or Grid is updated to include that table's custom field so ...

@Andy - QXpress was a product that we sold to Marathon Data Systems back in 2010. We have no ability to import data from QXpress into Method directly as this is a different data structure and workflow then QXpress. It is also important to set expectations when comparing QXpress to Method Field Services. Our Field Services app is meant to be a ...

At Method CRM, we’re firm believers that online is the future for small businesses. I mean, we did create an online app after all! This month the first SmallBizVCon is being hosted by Stacy Kildal and Dawn Brolin, both avid users of online solutions and named CPA Practice Advisor’s list of “2012 Most Powerful Women in ...