Method Community

Hi there, Currently setting up field services. I'd like to enter times on mobile for work orders, but I need a team/tem members. When I select 'Team Members' from the Field Services dashboard, everything is blank. There is nowhere to enter or select team members, or any way to create a team. I've watched the tutorials and ...

Hi all, I'm new to Method:CRM, and working on QB Enterprise 14 Desktop and Method Pro. After browsing several forum post regarding data synchronization to QB, I still have some questions and would like to ask you experts can shed me some lights: 1. is it still true that only custom field created in QB can be sync between Method and QB? I ...

I'm looking for a way to import tags. Has anyone developed a way, or found a way to import tags?

Hi l.brandow Have a look at this thread. It should basically be the same process but choosing Sum as the Summary Function and perhaps choosing Page or Group as the Summary Running option depending on your needs. If you have any further questions just let me know. Jeff

I am unable to add contact or event from gmail.  when i click the "add contact" button i get the following error: "There was an unhandled error processing a request.  Please try again.  last action=loadaddcontact" is anyone else able to get the gmail connector to work?  is there a fix? thanks,

I would like to add a field called "industry" that is a drop down field to the entity table.  the goal is to be able to sort leads and customers by their industry designation. i am having trouble adding the field so that i can access in the leads and customer screens.  i also seem to be creating more tables that i think are ...

I do I sum a column in Report Designer?

This had been the first timeI experienced it and it's been working finesince I re-added the fields

Hi Mahlon Greg asked me to test this and get back to you about my results. I have added the notes field and so far haven't been able to replicate the inability to save/update the notes. Was this the first time you experienced this happening and has it happened since you changed removed and readded the notes field? Jeff

Hi DAllen100 I just need to check a few things before coming back with an answer. The extra information might determine how we approach this.  - How would the customer be logging in to the portal? - Would all contacts for a customer be able to create a sales order or just the main contact?  - Do you want to restrict the ...