Method Community

Hi Laura, The reason you don’t see time on the date fields in Method is because these fields have default display properties. This explains why you will only see date and not time from the Invoice and Purchase order screens. FYI these settings can be changed in step 4 of 4 on the field’s properties. When you`re adding a field to a ...

We're still looking into this one for you and will respond ASAP. Thanks!

Hi Matt, You've definitely got the right idea about opportunities linking multiple activities for sales.  Now try to think of a campaign as a group of resources with a common goal while the lead source is the actual resources available for your campaigns. Some campaigns can be simple such as promoting a new product at a trade show where ...

Hello, Method currently comes in 3 editions and you’ll be happy to hear one of these is our Method CRM. Here you’ll be able to schedule and assign different types of appointments to the appropriate staff i.e. is it a general haircut or something that requires a stylist and have Method send the e-confirmation to the customer. This can be done from ...

Hi Deanne, The Field Services App for Method is just about done!  The word around here is approximately 2-3 weeks while we work to add a few new features before its release. Thanks,

Rod submitted a response: "Issue #1 Thank you the bank number issue makes sense.  Issue #2 What are the possible entries into each of the fields?  Should the format field entry be 999,999,999 or ###,###,## or something else.  What about the other fields what do they do?  In my fields I had typed: Format: ...

Hi Rod, Issue #1 Typically when you experience a synch issue there’s a couple of things you can do to try and isolate the problem. First you want to ensure that the Method Integration Engine is running. You’ll also want to keep an eye out for any unresolved conflicts which can be found from the Welcome screen under the Home tab. If any exist ...

Laura, It looks like this is a bug with the developers of the report designer component we use.  While we work to get a permanent solution, you can follow the steps below for a fix. 1.    Click on the Detail Report band. 2.    On the right hand side under ‘Property Grid’ look for ‘Data Member’. 3.   ...

Hi Laura, We`re taking a closer look at this and will have an update for you shortly. Regards,

Steve submitted a question: "Thanks for the info. I built it in already. The only thing is when I created a new field to populate the new numbers they are all .0000 intstad of .00. Any ideas how to truncate or round this up?" Steve, A field designated as Money will have a special data type of currency assigned to the field that ...