Method Community

I am still in my trial phase of Method CRM so I have the Pro version, but my company is leaning towards going with the more basic Method CRM. I am having a hard time understanding the difference when it comes to customization. I understand that in the basic version, I can't create NEW tables and drop-down lists. However, there are a ...

Thank you

Hi NickZeik, You can select the default print report for various transactions by navigating to Customers > Invoices and clicking More actions... > Customize Print Templates.... Assuming you haven't customized your portal to display a specific report, this should do the trick. Hope this helps. - Justin

Hi Marcelo, Ensure that any columns you're hiding/unhiding are set with their width not as a %. Unchecking the box under "(as %)" for your hidden columns should resolve this issue, though you may have to experiment with changing the widths to make it look the way you want. - Justin

Can you please confirm what is required for portal passwords and usernames? Or at least let me know where I could find that out? I don’t think I can edit the portal sign-in screen to have a look at the logic/restrictions in these fields. Specifically: • Min and Max length • Any numbers required? • Special ...

Hi Alan, You'll want to make sure the Go Back link on the New / Edit Activity screen is pointing to your custom screen. Hope this helps. - Justin

I have a custom report I created in Method Report Designer that Counts my total number of Work Orders over a given period of time. My report includes a field from the Activity table called "IsChangeOrder?".  This field is a Yes/No field, where we check "Yes" if it is a Change Order associated with an original Work Order. ...

I created a back up and want to discard my current work and replace the invoice report in the contacts portal.

Not just bold, I want the $ intead of USD and the comma for the thousands

Field Service Center, Work Order List, Waiting List