Method Community

Working with Method from Salesforce.  I really like some of the features it offers, and am getting used to it pretty quickly.  I have successfully started modifing the estimate template and screens to fit my quote needs. One big issue I have noticed - It is substantially slower than Salesforce.  This holds true over a very fast ...

Hello Adrian,    Thanks John for the post. You are referring to adding images to a report in the report designer.  To add a picture, you need to add Picture Box control to the report and modify it to make an image appear.  Dragging the image onto the report designer only makes the picture appear in the designer and not the ...

Hello Ben,   It does look like it is a permissions issue.  The domain user doesn't have enough access to the Outlook plugin or Outlook add-ins.  I'm not familiar with Domain User accounts, but I assume it is a setting that needs to be checked to allow them or the domain administrator to access the Outlook plugin. Greg

Hello Bart,      The underscore ("_") would be very hard to use in sorting inventory and non-inventory items.  It would be more beneficial if you create a field that records if the item is inventory or non-inventory.  You can add it to the table and do an import update to populate the field.  You can ...

Hello d.vanbaale,    To answer your questions: 1) The preview mode in Report Designer does not allow the previewing of more than 100 records at one time.  It gives you a chance to check formatting and spacing issues while adding efficiency to the designer. 2) I would like to ask a couple of questions.  When you refer to a ...

Hello Scott,   I wanted to update the forum for anyone who comes across it.  We will update the Google Gadget before the date and it will be available going into the future.  Here is the link to the related forum post. Greg

Hello Scott,   I wanted to update the forum for anyone who comes across it.  We will update the Google Gadget before the date and it will be available going into the future.  Here is the link to the related forum post. Greg

Thanks for all the help.  I've managed to make progress in getting my quotes to look like they used to...still needs a bit of tweaking, but its pretty simple. I am liking Method more and more as I use it.  It isn't quite as "modern" looking as Salesforce, and I have noticed a small bit of lag in comparison. ...

Hi industrialrobotix, Method comes with a report designer that will allow you to customize all of the reports including estimate. You can also create your own reports from scratch as well. There are some great articles and videos in the Help Center on using the repor designer. I would recommend starting ...

Greetings. SMS texts have worked for me when I needed it BUT there is a random issue from time to time.  for me it was nothing to do with Method but the ISP.  When I had Verizion ISP there was a 50 50 chance I would not get the text. I am with ATT business class and its working great.  Why this happens is strange.  I ...