Method Community

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

Where is the last completed activity value stored?

What table should I use for the screen

I first need to make the template work. Our Item list prices are in HNL (home currency) and at this moment al our forms in Method (Estimates, Sales Orders, Invoices) show item lines in grids in HNL, even though our customers are in USD. I need all money amounts within templates to convert automatically to USD using the exchange rate ...

I entered the values to the table (bill line item table) and it is working perfect, should I change it???

from the menu select banking, and then enter credit card charges

How do I add a viewable calendar to the client portal ?