Method Community

Greetings, Why do i <p> when I print out reports? <p>remove leaves behind the fence</p> Thanks,  John M

Hello Dave,   There is no documentation for specific tables.  Most of the imports I have seen users do is with customers and leads.  I do see some for activities and opportunities.  There is a common process to do this to do any imports. 1. First find out what fields are mandatory.  Go to Customize > Tables/Fields ...

That blog info is helpful. Do you have any similar documentation for importing the "Opportunities"?

Hello Dave,    I am going to assume your current customer database is in another CRM and you are transfering the data into Method?  If you use your opportunities in your daily workflow or it is how you keep track of acitivities dealing with customers, then I would import the opportunities.  There would be an order in which you ...

Hello alderby,       I would double check if there is data on the table.  Export the data from the Customize > Integration Tools >Go to Import / Export… . You can get more information on exporting from our Help Center.   The only other item I can think of is that the Grid Filter is ...

Hello thesolarguys,     This is a great question and idea for further development.   You are basically wondering on what day and time to best put a job to optimize your worker's day.  Currently, you have to book appointments on the same day and let the map do the optimization.  You may have an appointment ...

In our current customer database we have "all our Customer-related fields (last name, first name, etc), but we also have some Opportunity-related fields (i.e. "Opportunity Number" and "Opportunity Amounts", "Opportunity Date", etc.  I need to importa bunch of leads and customers. In addition to ...

I've added a field to the customer table called RegionCenter and want to be able to search on the field RegionCenter and BillAddressState in the "search existing leads & customers" screen.  I added the two fields to the area "search fields", added the two columns to the table grid and added the filter views for the ...

What would be the best way to go about the following. A customer calls in to book an appointment. I enter their address and hit a button. That button searches ahead and lists the closest jobs that we have scheduled in the future. I see that there is route optimization but it isn't really accomplishing my goal. You would have to ...

Hello Chris,     Sorry, I missed your post here.  I did have this question posed to me last month in this post.  In work orders, you are not choosing a contact to assign the work order to (that's for plain activities).  You actually select an Entity.  You need to put in the Entity's phone number (Phone ...