Method Community

Marcelo, I would use the Customer table as the master table and the Transaction table as a detail table. - Justin

I've done a little customization, and it seems I may have created an automatic action I don't want. Whenever I choose "go to" a customer, when I get to their screen, "edit contact" automatically pops up. How can I change that. What I want is when I go to a customer, I want the screen to land on "Additional ...

Hi Marco, The Print Templates (PDF reports) you send to your customers are coded to show the currency symbol as specified by the user's browser/system, so what shows HNL for you should show $ for your US customers. You could hard-code your Print Templates to show USD using our Report Designer, if you'd prefer ...

Hello All,  Currently, I'm looking for a way to control permissions on a per vendor basis instead of "X user has access to vendors, and everything in vendors".  The main reasoning behind this is our high end scrap clientel is very important to us and I do not want employees or anyone else having access to this data by ...

Marcelo, If it's working, I wouldn't change anything. - Justin

Hi Marcelo, These charges do sync over to Method, but there is no stock screen to handle them. One would have to be customized. If you'd like implement this, I'd recommend our Professional Services team. - Justin

Hi William, The screens for the default Contacts Portal are in the format ContactsPortal_<Name> for QBD and ContactsPortalQBO_<Name> for QBO. They can be found in Method by navigating to Customize > Screens. If you'd like to add a new screen for your calendar, you can do so from here. Otherwise, you can copy ...

Hello,   I hope all is well. We are currently looking into Method CRM.  During the trial period , we realized we have to customize it because in our business (real estate) we need to create/assign activities that have multiple contacts listed for that activity.  For example, we have a property say 123 ABC ...

Hello,  It seems like there is no way that I can delete all customers and completely reset my database?   Can you help me get that done? I made a mistake and imported 2500ish records as CUSTOMERS not LEADS and now it is completely toast. I do now understand how to get it done properly but I need the current/old data dumped ...

Hi  Actually, they are text fields on a screen. They are pasting a large block of data in fixed length format and I am parsing the data but need to trim spaces at the end of the block of text. Could post to a table if that could help.  Thanks.  --David