Method Community

I am wanting to know how to create a new tab called Roofing.  Under that new tab, i want to be able to enter data into fields. This screen needs to be linked to a customer. Each time i click on this roofing tab i want to be able to either create a new roofing order or lookup previous orders by customer.  I know how ...

How can I get Full Name to Update when a correction is made to the Name field?

Thank you Audisho, I double-checked everything and even deleted the test customer and recreated it, with a different email address that was never in the system before - it is still not working. I'll call tomorrow to get that fixed. CDvin

Hi cdvin, Please verify that the contact you are using to test the portal has a valid email address. Also verify that no other contacts in your Method account contain this email address. The email must be unique for the registration to work. Otherwise, I’m not sure what could be causing this. If you’re unable to get this working, ...

Hi, We are currently evaluating Method:CRM as a simple way to create a customer portal so customers can see their orders. I tested some basic functions without connecting it to Quickbooks, including the portal. Registering for it etc. all worked smoothly. So I deleted my test customer to have a clean table and connected Method:CRM to ...

Yes it does.  I had essentially come to that conclusion, but I wasn't certain until I saw your post.  Thanks again!

Hi megachris, You cannot make any modifications to the stock screen. You must first make a copy of the stock screen in order to customize it. During the copy process, you will be asked how you want the copy to be displayed in your Method account. If you select the option to replace the current (stock) screen, your copy will now appear in place of ...

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 ...