Method Community

Thank Jeff... That helped out quite a bit. But really?!? Really?!?  Do you really want me to sing it out?!?

Hi DavidD You can email the screenshot to support@method.me and we can have a look at it. I've had a bit of a play with customizing the Invoice screen and think I might know the cause. In the Invoice Line Item grid do you still have the % column? If this column isn't present it doesn't treat the value as a percentage ...

Hi InstaDRY The Work Orders are assigned to the Customer rather than the Contact so these two fields won't be any help to you (it caught me out for a while too). If you add a linked field to the Activity table using Entity as below you should be able to get the Customer's Email onto your route sheet. Here's how I got it to ...

Good Morning, I was hoping to get some advice on customizing a screen I have in Method.  I have been tasked of taking over the role of Admin of our Method account and have no idea what to do.  As you can see from the screenshot we have tabs within our customer center within Method.  There is a “Payment & Job” ...

I'm in agrrement with Matt's concerns here.  As account managers we need to have ability to modify this and promote our services if we choose to do so.

Please let me knowas soon as you get this, It's causing a problem on two custom screens I developed

I made changes to an estimate template and it's not updated yet into method.  It is still showing the old version.  How can I fix this?

when I import a list from excel I put the data into a "campain" during the import it removes or does not allow the importing of "exsisting" customers that are in quickbooks. the results give me a list of "leads"only. I need a list of everybody, leads"who are not past customers" and past customers ...

when i import a list from excel I put the data into a "campain" during the import it removes or does not allow the importing of "exsisting" customers that are in quickbooks. the results give me a list of "leads"only. I need a list of everybody, leads"who are not past customers" and past customers in the ...

Many times this has happened.  I go to click on the activity I have scheduled.  It has the correct contact name connected to the activity.  Sometimes when I click on email, another person from the same company's email pops up instead of the contact I have selected.  I think this is a glitch.  Please help.