Method Community

HI. I'm also looking for an integration between Gravity Form to Method CRM. I'm curently using Zoho CRM (That have this possibility via an addon on wordpress) and it's very very good. Gravity form is very powerfull so, it's sad that you dont have any way to integrate it especially when all big CRM compagny do it even if they ...

Would you explain how to create a Filter View with the Transaction Grid's wizard you are talking about? And what do you mean by copy the logic?  I don't know how to get to that. Thank you

Not really.  I"m just trying to get the Equipment Name from the Equipment table to this screen. so I can report on the equipment from the work order.  I don't necessarily want to assigne it here. I'm not successful any way I try.  I've assigned the equipment Name to a shared result from the work order list ...

Method New now lets us add a contact as an Other Name. We like this for Networking Contacts that are neither a Customer or Vendor, but we need to store their contact information and record activities. I noticed the Gmail app does not accommodate other names. What is the plan for this going forward?

Hi Abbie, The reason you're only able to select the RecordID for your dropdown is because it's the only Unique field in the table it's referencing. In order for a field to be used to mark a relationship between two tables, it has to be unique. If you want to directly reference by this field (thus making it ...

Hi lzimmerle, The easiest way to accomplish this would be to create a Filter View on Step 3 of 9 of the Transaction grid's Grid Wizard. Call the new Filter View something appropriate (I chose "Sales"), and make it the default view if you like. Copy the logic from the pre-existing Default view (it has one line), and ...

I checked the active box and our company name is ****.  Go into the mobile sign in and look up the customer Smith, Kevin & Donna 10/14    and then go to the transactions tab.  You will see on the grid that it lists a payment, a sales receipt and an invoice.  It shows a total of all 3 of them.  I would like it to ...

From the work order list, I selected the "work orders to be renewed" filter, then I go to renew selected work orders and clicked on it. 1-the work orders are renewed but they still in the work orders to be renewed list, how do I know if the work orders were renewed, shoul't they be removed fron that list? 2-the due start and end ...

Hey sbonner, Currently we only have the Customization section of our Help Center and list of webinars as online resources for training on customization. If you'd like, you can book some time with a member of our Professional Services team for some training on more in-depth customization. If you're going to be ...

Hi Abbie, Please go to Customize > Users and ensure that the box under Active is checked for the MethodSupport user at the bottom of the screen. Once you've done that, send me an email by clicking the Contact button in the top-right corner of this post and let me know ...