Method Community

Hi MikeB, Minimum length is 6 characters, maximum is 10 Numbers are not required Special characters are allowed but not required Hope this helps. - Justin

Hi davewalter, You can do this but you would have to create a calculated field, using an expression like: Iif(Activity.IsChangeOrder == 1,1,0) This will return 1 if IsChangeOrder = Yes, and 0 if not. You can then use a Summary function to total up the 1's and 0's, resulting in a +1 for every Change Order. Hope this helps. - Justin

The majority of our new business comes from Realtors.  We've set up a Realtor Campaign and want to track how many Opportunities each Realtor gives us.  I see we can add Contacts to a Campaign, but how would we associate individual Opportunities to a Realtor set up as a Contact under the Realtor Campaign?

Hi Mahlon, I've confirmed this is working on Android & iPhone. It may be blocked by a pop-up blocker, so check there and see if that's what's causing the issue. - Justin

I have not been able to get Method reports to run on a mobile browser. Am I missing something or is that not possible? Will it ever be possible to print from Method NEW on a mobile device? I have a situation where printing a workorder would be helpful for the workflow.

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

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

February 3, 2014 Contacts Fixed issue with Auto set name when creating a new contact. Fixed issue with loading contact information in the Contact portal home screen.

Thank you Justin! That is the info I needed,. I appreciate it. 

Hi Melissa, The main difference between the two versions is that with the basic CRM you cannot create any custom tables or install any of the additional apps found under Customize > My Account. You can still customize screens that already exist, create new screens based off pre-existing tables and configure the fields for those ...