Method Community

Hi Scott, To get you started, you can filter your reports directly in Method. If you edit your Generate Report action, you'll see filtering options. In your case, it may be best to filter for "Wholesale" in the CustomerType field if this is where you categorize your customers. See my screenshot below. In this example, ...

A user emailed in with this question: I am missing something, I cannot convert an estimate to a sales order and then to an invoice. Is this something that needs to be turned on? Mark,  From the Customers>Estimates tab link, you will see a button at the bottom of the screen called More actions.... If you click this button, you ...

Hi Mike,  This has been fixed on the October version of Method. Let me know if you are still having any issues with it! Jason

Hi Nathan, Good news! This is fixed in the October version of Method. Let me know if you are still having issues.  Jason

Hi mpruet, I believe the Outlook Plug-in should work fine with Outlook 2013. If you are having issues installing it, feel free to call our support line at 1-888-925-6238 (dial 2 for support).  Jason

Hi Jeff, Although it's possible to import activities through the Activity table, we generally do not recommend it. Activities are heavily linked throughout the entire CRM to many other tables and fields, making this a daunting task. If you do go ahead and try to import activities, I would recommend exporting the Activity table from ...

Hi Scott, With our Report Designer tool, you can make your own reports or edit the stock ones available in Method. Click here for an article about the Report Designer which has the download link to install the program, and also a few tutorial videos to learn how to use it. Once you have got your hands dirty a bit, if you still have ...

Hi Steve, The Portal is used so that your clients can log in and view and print their transactions, pay invoices, submit customer service requests, and view FAQ articles about your company. It's like a "My Account" area of Method for your clients. The great thing about a Portal is that it can be customized in the same way that ...

Hi Steve, It is possible to customize your Web-to-Lead form to allow for something like this, however you may run into problems when multiple appointments are scheduled at this same time. The best solution right now would probably be to redirect your new leads from the Web-to-Lead form to the Contacts Portal. Once they are entered ...

Isdrury, Great to hear you got it going! If you haven't already, take a look at this article, which is the first of a series of five. It will teach you everything you need to know about the Outlook Plug-in!  Jason