Method Community

Hey Jonathan, Could that Contact maybe have a duplicate for e.g. as a Vendor? Lead? I would still confirm by making sure their RecordIDs are same by exporting the Activities table.  This one maybe easier to troubleshoot via a screen share with one of our Support members, when you get a chance give us a call at the Method ...

Hi Daisy, and welcome to the Forums! Some initial thoughts: if your Sales Reps are working throughout different transaction screens (Estimates,SalesOrders,Invoices...) these changes will need to be added to each and everyone of those screen they enter their orders into. For this example let's use the Estimate screen, (these Actions will be ...

Couple of problems I'm running into that hopefully someone can help me with! Firstly, is there a way to assign a scheduled report to multiple users? I want two different accounts to have access to the same report, but I can only see an option to assign one user. Obviously I can set up two instances of the report and assign each to the user, ...

Hi Mortaza, At the second image it is shown that the contact info is the same with the first and the activity is made via log-a-call button in Customer View. So the contact is automatically selected. (FYI, I disable NewActivity outside log-a-call). Please advise.

This should now be fixed, the screens should now load  - Mortaza

Hello, Unfortunately, there is no way to automate the sending out of the notificiation.  These must be sent out by a Method user when they click an event (a button for example). You can see THIS post for a more detailed discussion.  In the post, Jason mentions that you can use the Listbuilder to send out the notifications in ...

Hi Cindy, Looking into this now, I'll follow up with some information. - Mortaza

This is my first forum question and I'm REALLLLY hoping someone can help me ASAP!!! I am the account manager of Method in my office and I need to know how to lock the description and price of items.  I do not want certain sales reps to be able to change the price and description of items when they are entering orders.  Help, ...

Hi Aaron, There is no way after the screen has been created. You can add Linked Fields to that table if you needed a field on the screen that is not there for you to choose. - Mortaza

Main: Server could not be contacted. Please try again later. How long will this be down?