Method Community

Hello SGilljp, Here are few things that you can try: On your Master Admin account, click on the Setting gear on the top right hand corner of the screen. - Click on Preferences - Click on Users on the left hand pane, once you click on the Users, you will see the list of users on the right side pane. - Click ...

Hello Mahlon, Here's my answer. You can post your suggestions on forums and we can forward them to the concerned department for future development. Regarding your request for more icons, I will forward your request to the product team. -Inder

Can the calendar object be used on tables other than activity? Would like to create a job calebdar based on Customers and am getting an error message.

Hi Noel, The problem has been resolved... not sure what was happening and not sure what made the problem to disappear. Perhaps it was my computer...?? Thank you for getting back to me. Best regards, Ivana

I received the following message on screen after installing Method Beta. "App Installion Failed There was a problem with installing Customer Management for QuickBooks. Please reinstall Contacts, Email Templates, Estimates, Invoices, Items, Payments, Sales Orders, Sales Reps, Terms from Manage Apps. Rest of the apps were successfully ...

Would you consider decreasing the font size on an App Name? Names like Email Templates and even Purchase Order are truncated.

It would be nice to have a few more icons. What is the best way to send suggestions? Would like one for Purchase Orders and one for Special Orders.

Hello Maureen, Here's my reply. In order to achieve this, firstly you have to make a copy of your CRM_NewActivity screen. Then when you edit the screen, Go to Hidden Section, under that section you will find a Hidden Function Button. Click on edit on the Hidden Function, and go to Step 2 of 3:Button Actions and look ...

Hello Ivana, I have been unable to replicate this issue locally. If you continue to experience this problem a member of our Support Team will be able to assist you over the phone. Our Support number is 1.888.925.6238 (ext 2). Noel

I've been trying to pull reports from the work orders into a csv file format.  Here's what we have been doing: we have added a button to pull reports on the work order screen: Generated the basic report with the following format: But no matter or what we do, this is the result when generating the report: What is the ...