Method Community

Hi pgarofano, Customization is not covered by our support team except here on the forums. If you would like to setup a paid session with a member of our professional services team, you can contact your account manager or post back and I’ll have your account manager reach out to you to discuss this. Alternatively, we have posted some ...

Another issue-- the New Lead screen has an irrelevant "Campaigns" drop-down that I would like to remove.  But I go to Customize|Screens and click CRM_New_Lead and all I get is "Copy Screen." Am I overlooking something here too?

Hi Mahlon, I did some testing and it appears that the estimates app ribbon item is no longer functioning correctly. Even on the original stock screen, the records are being displayed as undefined. I have created a ticket for the development team to investigate and will keep you posted with any updates via this thread. As for sales orders, I ...

I really appreciate you getting back to me so soon, but I am having a hard time following your directions. Is there any way we can set up a time and you can go over this mith me on the phone or Go To Meeting?

Hi Mahlon, When you delete an entity in Method that has been posted to QB, the entity record is archived and marked for deletion. Once the sync completes and the entity is removed from QB, it is then completely removed from Method along with any related contact records. When a lead is deleted, since it does not sync with QB, it should be removed ...

Sure does!  Thanks!

Hi Audisho, Thanks for details, as long as data and table can be migrated, that will be no problem to me! - Alex

Hi megachris, You’re on the right track, you’re just looking at the wrong screen. If you would like to remove a tab, you need to remove it from the tab group. To do this, navigate to Customize > Tab Groups and select Edit… next to the tab group that you want to remove the tab from. The default tab group is CRM and this is ...

I tried searching the forum for an answer to this question, but there were too many unhelpful results to keep looking... so I'm asking here. My company does not use (for example) the "Campaigns" tab.  I tried to Delete Tab but was told that I needed to delete Tab Links first.  I clicked Edit Tab Links and tried to delete a ...

I made a copy of the View Contact screen so I could add some fields. The link to go to an existing estimate or sales order doesn’t display the record. It brings up the screen to enter a new estimate or sales order.