Method Community

Hello Mike,     The user who sent the invoice and the main admin user in Method get copies of the invoice emailed out. The administrator of the Method account is the User with the (admin) beside their name in the Users menu.  I believe you can turn it off with some customization.  Usually people create filters in their ...

Hello Gregg,    This is a great questionsand I'm hoping we do get some ideas from the community.  I want to make sure I have the correct idea.  The idea is to send an meeting activity to an employee. The employee can click on a link to accept the meeting. Unfortunately, I've not seen this available in Method ...

Is there a function that sends an email out to my client to remind them of their scheduled ppointment? I'd like to be able to book the job on my calander and have an email go out AT LEAST the day before the scheduled appointment and possibly even an email that goes out right after we book the job in our calander. Can you also please tell me if ...

I am trying to customize my "print work order" template so that it includes the customers phone number. I use the stock work order form and when it prints it doesn't include the customers phone#, only the job site address. Please guide me on how to add this field becuse no matter how much I try I'm not havig success.

Every time I email an invoice a copy gets sent to my inbox. Is this something that needs to be changed in Method, or in my Gmail account? Thanks.

I'm curious to know how others create and send meeting requests or meeting invites after scheduling an activity in Method. With Method I can send an email, but what I really need to do is to send a meeting request for that meeting I just scheduled and added to Method.  Has anyone found an creative, easy way to do this? Many thanks, ...

Hi Kristi, The list shown under the "add fields" tab refers to items that have a relationship with the table the current screen is built off (i.e. when you select an item in the dropdown it will save to the table). The two dropdowns added from "add object" however aren't linked to your table so if you created a dropdown ...

My customers have many different services, so I had to add dropdowns.  The first "Type" dropdown was added from "add field."  The second and third dropdowns I had to add from "add object." The first dropdown saves the information per each individual customer. The dropdowns added from the add objects ...

Hi Mikef, On the stock screen Save & Email becomes visible and replaces the Save & New button when the Email notification when saving? box is selected. It remains hidden if it is not selected. This is done with the actions in the screenshot below: Does Save & New appear on the screen? If Save & ...

Heh...yeah I actually thought about shoving data into some other table like as well. I think I'll probably just go ahead and create master/detail tables for this report. It's more straight forward/obvious that way and easier to maintain. Thanks