Method Community

Meghan, The codec could make it difficult to transfer the video to another format.  Could you tell me what version of Windows and the version of Windows Media Player you are using?  I'll try to replicate this on my computer. - Adam

 La Crews, Just want to confirm if you are referring to recurring work order / activity? How to add the series, when are they updated, the difference between a one time work order/ activity vs. a recurring work order/ activity. Please feel free to add more details so we don't cover something else by mistake. We appreciate your feedback.

Hello Vince, You are right , you have to do three seperate imports into three separate tables, Basically the import /export tool allows you to extract all datat from tables in Method(export), and import records into any table that supports additons. I am quite confused about the second part of your question in which you mentioned whart are ...

Hi Eric, You did come to the right place to ask your question, however based on the information you have given it is a little hard to say for sure that we can accomodate for what you are looking for.  In terms of screen customization, from what you mentioned, I believe it would be possible to customize the screens as you are requesting. ...

Hi Dan, It seems like you are asking about customizing the ‘Existing Opportunities List’ screen. Is this correct? Yes, through customization, you can modify the opportunities grid properties & values. More specifically, you can: Rename the specific header to ‘Opp. Name/Stage’ Remove the Assign To ...

Hi Sue,  Are you asking if they show up on the dashboard like in the image attached? This number is calculated by adding activities that are not cancelled or completed and that have a DueDateStart that is less than or equal to the current date.  If your email preferences are set up correctly you can edit your user settings by ...

Hi SuzanneB,[quote user="SuzanneB"]1 - What if we do not want to accept credit card payments on a regular basis?[/quote]When selecting the appropriate payment gateway you can choose the default payment method, which doesn't have to be a Credit Card. [quote user="SuzanneB"]2 - Is there an option for setting up an option ...

Hi RichS, [quote user="RichS"]Hello, Just started practice runs today.[/quote] First up, welcome to Method! [quote user="RichS"]I need to remove the quantity and cost columns from the estimate and invoice forms.[/quote] You'll need to make a copy of the QuickBooks_Invoice screen but I recommend reviewing our intro ...

Hi dottie, [quote user="dottie"]For example, I would like to rename them, where it applies, as All jobs, Jobs in progress, Closed jobs, & unstarted jobs.[/quote] You'll need to make a copy of the CRM_CustomerList screen and edit the grid on step 3 of the grid customization wizard.   The filter options here will ...

Hi Inclusivitie, The first thing that I would do is to review the webinars that we have on the report designer. I would first view the webinar titled Introduction to Designing Report: Level 1 here, Introduction to Designing Report: Level 2 here, and Tips and Tricks for Designing Reports here. After you review the above webinars, the next step ...