Method Community

Sorry again - jump to this message please: Just read this last one, ignore previous messages. I forgot to ask 1 thing: Besides: 1) One thing I noticed on the esimate grid is that we added in an "e-mail" field into it. However,  can't find this field in the new invoice sreen I created. I can only ...

Gotcha. I changed settings to remember all invoices. I'll check tomorrow after I sync ot make sure all invoices are in there now.  OK - I didn't know you needed to hit save first. Now I got it. Thanks!  One thing I noticed on the esimate grid is that we added in an "e-mail" field into it. However, I ...

Hi, When I sync a customer from outlook to Method, method add initials that do not exist to the clients name.  Please have this stop. Thanks,

Thank you, this was helpful and i was able to achieve my goal. I was just wondering, since it requires I type in the Status rather than choosing from the list of statuses I have in the system, does it only populate the field with the typed phrase? Or is it converting it to the Status that has been set up if it is an exact match? Example: When I ...

Is there a way for me (as the administrator) to receive notification emails everytime any user creates or edits a lead, customer, opportunity, or activity? All the email notification would need to say was the users name and what they created (activity or opportunity...), and the ID of it.  Basically, i would like to know when ...

Hello, I'm trying to make a report that has show the activities completed in our office per week. I have the report layed out the way I would like it to look except I can't get my report to only display the last week's worth of work. Each week I want to only run the previous week's worth of work. Please help. Allison

Thanks for responding so quickly! I noticed in the Customer Portal video it says we can use the default portal or create our own portal 'and go wild with that', so I was wondering if 'going wild' means designing with our web developer to have a different look/feel to the portal. Or is that level of customization not ...

Hi sdminno, This is most definitely possible. Our stock Contacts Portal already contains a Search Solutions tablink, which will allow your customers to search through any Solutions you have entered in Method that are not marked as Internal. The portal currently is not skinnable, however you can customize it to show your customers any of ...

Hi Mahlon, I've opened a ticket with our development team for this. I'll keep you posted. - Justin

My company is looking into MethodCRM and I have a question about the Customer Portal and customization. Can the Customer Portal be turned into a help page where customers would have access to a knowledge base we create for our products? For example, Desk.com offers the ability to skin their portal to look like our website so customers can ...