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We are importing case activities for existing clients into Method, but some of these activities were completed a year or more ago by employees that are no longer with the company.  Can a name be imported into the AssignedTo field without a corresponding Method account existing.  Thanks as always for your help, Mike

Hi Maureen, This should be resolved now. We were experiencing a service disruption, but our development team worked quickly with our hosting partner to get us back online. You can always find up-to-date status information on our twitter page https://twitter.com/methodCRM. Sorry for the inconvenience and please let me know if you have ...

Customers, We were aware of a disruption at our hosting partner that was impacting our website and login; the issue is now resolved. We will continue to monitor and advise if anything changes. Please contact Method Support at 1.888.925.6238 ext. 2 if you have any further issues. For updates, please remember to follow our Twitter ...

The server and your website both have been having trouble today.  Could you let me know what is happening.  While slow, method has until a week or so ago been very reliable.  Not sure what is going on, but it makes me completely ineffective at my job when this happens as I have come to rely heavily on Method for work orders and ...

Hi Audisho, What is the different if I use Entity table and Customer table? I thought SalesRep's for each account only has 1 recordID. I already tried creating new screen with Entity table and Contact Table which is linked via Entity but still got no luck. Sales Rep wasn't changing. Would you mind having a check with screen name ...

Hi...I am looking for some instruction (or to be told "can't be done") to generate a report to replace me exporting to excel and creating a pivot table. i have created the following fields Industry Marketing Period (1,2,3,etc) - to reflect when i market to a lead..1=january, etc. right now i export the lead list to excel and ...

This is me replying to my own post to give you more information to please help me. I'm losing my data!!!!!!!

I added an object to my CRM_NewLead(Copy) screen which is a dropdown. I also added the same object to my CRM_EditLead(2) screen but the values selected do not persist, they disappear if I add a new lead, go somewhere else then return to that contact the dropdowns are blank on either screen. They are not being associated to the lead when I save it. ...

Hi Stuart, This error indicates that your filter is incorrect. What happens when you remove the filter criteria from the action? Does the report generate correctly? If so, I suggest you double-check your filter criteria. If you believe that your filter criteria are correct, there may be corrupt data in the table causing this error. You can ...

Hi Lori, If you’re unfamiliar with customization and are interesting in diving into it yourself, our customization webinars are a good place to start. Giving you step-by-step instructions if you have no prior knowledge of customization in Method goes beyond what I can really provide you on the forums. If you watch the videos and have some ...