Method Community

Category: General Topic: General Scenario: It would be helpful to know the duration of each webinar when viewing the titles.  Simply appending each title with the length in minutes would be nice.  Thanks.

I need assistance viewing the webinars for report building.  I'm on a mac and can't get it to work.  I've installed the latest codecs and updated to the latest version of Flip4Mac, VLC, and Quicktime players.  I can get audio to work in VLC and Flip Player but no video.  Any suggestions?

Hi Malcolm, I would recommend that you download our Method Field Services app which will greatly aide you in this. In order to download the app in Method you can go to Customize > My Account > Add Apps from the Method Application Library > Method Field Services.   In Field Services you can create a Recurring Job with ...

[quote user="NeilRick"]I guess I am really just asking if there is a guide or webinar on how things are named/stored when they sync with quickbooks.[/quote] This is no specific guide or webinar on this topic.  What you see in Method as far as table structure/naming is how it would appear in QuickBooks - however you can't see ...

[quote user="Lewie5"]Can you share with me how much time was needed to learn just the basic functionality of Method?[/quote] There is no specified amount of time required to learn Method. The learning comes by using it, reading the forums and in some cases, getting a consultant to help get your skills up quicker. Customizing a screen ...

[quote user="kinetixjake"]We are new to method and were wondering if there is any way to customize the customer portal[/quote] Welcome to Method!  You can definitely customize the new case form on the portal to allow for document upload.  If you're new to Method I would recommend watching a few webinars here to get you ...

Hi Nicole_fly, I recommend that you first watch one of our webinars which can help you learn how to use the web form. The webinar can be accessed Here. After you go through the webinar, I recommend that when you create the web form, you go through the following steps: 1. Select Web Forms 2. Select the setting: Create Custom Web Form 3. In step ...

Hi Beth, Regarding the Calendar view, in principle Method has two ways; the first one involves editing the filter on the left of the calendar to show as many users as you like within the single calendar view. However, if you have many users, this view will quickly become crowded with many items. The second option involves creating a new ...

If you have not already done so, take a look at our community webinar on report designing, it actually takes you through creating a sample report based off the customer table showing activities. In the example the report has the following format:   Customer(customer table) Date(activity table)      Type(activity ...

[quote user="swm023"]I've found some posts about report designer only working on pc.  I have a mac[/quote] Hi swm023, Some of those webinars will only play on a PC due to the required codec from GoTo Meeting. ~C