Method Community

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 ...

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.