Method Community

Hi Audisho, This is the screenshot on how the "New Sales Rep" drop down is taking the Rep. I take the list from SalesRep Table and use SalesRepName as the field. Or Should I take the SalesRep from Entity Table? Please advise.

Hello, I had customized the Mobile Customer screen several months ago because sales receipts were not showing an amount correctly.  I wanted to do some further customizing so I could filter it to only show customers with balances.  I tried modify my screen and it would not work.  I tried to create a new screen by copying the ...

Hi Maureen, Yes, our development team is notified immediately if there is a service disruption. This includes times that are not during our normal hours of operation. When this happens, we are always immediately in contact with our hosting partner and we do our best to resolve the issue ASAP. Again, I’m sorry for the ...

Hi Mike, Your activities must be assigned to a user on your account. As a work around, you can either add each of these employees as inactive users to your account or add 1 inactive user to just assign all of these activities to. An inactive user will not count against your licenses so this will not increase the cost of your subscription. ...

Thank you Audisho. Is there someone on your end that gets an "emergency" notification when there is a service disruption?  Because for me as your customer it is an emergency as I can not effectively service my customers when Method is down.  The two times I have experienced this problem, it seems to have been resolved ...

Hi mholden, You can create a report with a pivot grid using Report Designer. Take a look at solution No 415 in our Help Center for directions on doing this. There are also a couple of videos at the bottom of the article that demonstrate this process. There is a tonne of stuff that you can automate with Report Designer. If you’re ...

Hi sales@ravedecorgroup.com, The reason that this data is not saving is that you are adding a dropdown object to the screen instead of a dropdown field. The difference is an object simply displays data and requires actions to actually do anything with that data. A field is stored on the table and simply requires a save action (usually save all ...

Hi Jonathan, The Entity table contains your customers, leads, vendors, employees and other names. The Customer table is a view of the Entity table containing only your customers and leads. I hope this clears things up. Your button and actions look correct. Double check that your “New Sales Rep” drop down is grabbing the values ...

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 ...