Method Community

I have a question about retrieving information from multiple tables with multiple entries all linked to one customer and reporting it in Excel. Situation:  We are a Medical Device company and each Customer has Separate CONTACTS; SURGEONS; DEVICE INFO. Customer Table with basic customer info.  (Name; Address; Rep; etc.) A Contacts ...

I keep having multiple customers in my customers list for every contact I have for that customer. It clutters the customer list! How can I make it so it only shows just the customer itself? Thanks!

Hello DaviD, Here's my answer. As you mentioned that you are using Quotes tablink for both Customers and Lead Tab, can you please confirm that if you are using two diiferent screens for both the Quotes tablink. If you are using two different screens, I would suggest to check the actions for Generate Report on both screen, there ...

Would it be possible to request from Method a keyword search tab where we can search items in our database with or without filters be it items, opportunities, estimates, etc....Not a report, but a search that brings up links to where the keyword is found kind of like a google search of our database?   Example - I sell ...

Good Day! I am wondering whether I am doing something wrong. I am creating activities for a future date.  The activities have an Activity Status of Not Started.  I save the activity.  I am not using Save and Complete. When I look at the activity, it has a completion date and a negative duration. When I do Save and Complete ...

Hello DavidD, Here's my answer. Can you please confirm, what type of transaction(estimate, invoice?) it is? Can you please provide a full screenshot, so we can check what exactly might be the issue. Did you customize your screen or it is happening on the default screen? -Inder

Sometimes the google calendar does not seem to update.  Yesterday I moved a work order in method to a date 2 weeks in the furture.  I also moved another work order from one user's calendar to another.  24 hours later. Neither change has been updated in the user's google calendar.  Any idea what it takes to push this ...

No you are correct. We integrate with many different software companies and provide a full RFID system that allows companies to manage their inventories better. Right now we are geared towards the jewelry industry but we have solutions for the common retail store as well.

Hello Dave, Here's my answer. I tried it on my account and it is working fine. I suggest to clear your browser cache or try diiferent browser and see if the problem persist. If you still getting error, Please call on our support line 1-888-925-6238 option 2 and we can look into the issue. -Inder

Thanks.  One workaround I've tried is using my photobucket accuont and linking the picture rather than uploading it.  Seems to work fine. I'll try the above as well.  I use Google Chrome for a browser.  Not sure what version Adobe PDF is but I'll download the latest. Thanks for the suggestions. ...