Method Community

Is there a way for users to each have their own default filter views for screens? I have looked through all the help menus and forum, but can't seem to find where/how I would do this. I do understand where to set a default view, but then that view is everyone's default. Thanks

Hello Maureen, Yes, you are correct. Currently, Method:Beta does not include the Field Services pack. The only pack which is available for now is Customer Management for Quickbooks. With that being said, our development team is actively working on it and it should be available soon in Beta version. We appreciate your patience. -Inder

Even though I have multiple contacts, it always seems to default to the main contact for the company regardless of the opt out boxes. Is it possible to put in a request for the new Method to have a selection in areas we are going to be sending emails - whether it's just a standard email, estimate, invoice, etc?  Seems that would be ...

Noel's answer is correct but if you find yourself constantly changing who is Opted in or Out - another approach would require customization (which could be involved) but would get you more flexible results.   Add a listing of contacts for specific customer estimate is for. Choose who you want to email document to. Adjust email ...

I have customized my activities calendar so it shows work orders and I have the calendar syncing with each users google calendar.  I am now wondering, if two of the users are going to the same job on the same day, what would the best way for me to have that work order appointment show on both of their calendars? Is it possible to add a second ...

I went to the join up page, however I read on that page that the beta does not currently include field services, only the basic CRM features, is that correct?

Here is an idea for not having to deal with two lists.   For many of my Method clients, I have combined the Customerr/Lead Lists. This way they do not need to figure out what is what. On my screen, I added a field for "Contact" type, so its clear what type of "Name" you are dealing with.  With a joint table, ...

Hi DAllen100, Welcome to the Method forums! Apologies for the delay in responding to your post. To answer your first query, yes you are correct in your thinking. Provided your customization is correct, Method will apply the custom price level to those 8 or 10 dealers and standard pricing will apply to all others that do not have custom price ...

Hello, We are just starting a Method implementation for a client who needs to handle credit card processing through Method. I’m new to this so I’m reaching out for some advice. First Data is my client’s credit card processor. It is my understanding that they could set up an authorize.net gateway and the transaction would be ...

Hello Dave, Here's my asnwer. According to your situation if you are dealing regularly with multiple contacts for a customer and you want to deal with each contact separately, then you should use job of a customer field by using the job of customer drop down under the additional information section ...