Method Community

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 ...

I understand the difference between a customer and a contact - but in trying to implement Method Im running into a problem.  Here is the scenario.  Customer Acme Manufacturing has 50+ contacts in offices around the country.  Each contact is stored in Method as a contact under the customer Acme Manufacturing.  The main contact ...

Hello davewalter, Yes, it is possible to re-assign an Opportunity to other Customer/Lead by simply selecting a diiferent Customer/Lead from the Contact dropdown on the Edit Opportunity Screen. Coming to your next question about merging two customers/leads in Method is not possible. But you can merge two different customers in Quickbooks ...

Yes, to make the Internal? to "Yes", just follow the same steps, or you can even select the default value for that field. When you click on edit on Internal? field make sure on step 1 of 3 Checkbox properties on the Default value click on the checkbox to make it as a default. Hope this helps! -Inder

Hello,   I have a question regarding the SimpleInvoice that's available to us in Fields Service Operations / Existing Invoices. The invoice in PDF format is coming up with some items that we'd like correct. SimpleInvoice report in Method Report Designer: PageHeader: (1) Where is the company & address info being pull from? We are ...

I need to know if the method API supports access to the method calendar. The outlook plugin is inadequate for our needs, and I want to write an app that will do what we need to do. I am skimming the method API v2.0 documentatinon PDF, and it seems to mainly pertain to QB integration functions. I want to know, ...