Method Community

Hi kdellaripa, I would suggest first to try and regenerate the table(s) that your screen is based off.  Go to the Customize Tab, then Tables/Fields, and find your table.  Once you find it, click on the “Edit Fields” button next to table the table name and just click the “Finished Editing Fields” button.  It ...

Hey Carlo, Method does not have Project Management features out of the box. However, you could have customization done to accomplish what you are looking for.  Like you have suggested, you could use cases and activites to update customers on their projects. A simple way to notify your customers of an update could be ...

Hey Suzanne, We use Mac OS X as well and have been unable to reproduce this behaviour. Go to Customize > Portals > click Edit... next to the approrpiate portal and ensure that the Portal Name field is not blank. If it isn't then advise those customers to clear their browser history and try again. Are you able to replicate this on ...

Hi Sue,  Are you asking if they show up on the dashboard like in the image attached? This number is calculated by adding activities that are not cancelled or completed and that have a DueDateStart that is less than or equal to the current date.  If your email preferences are set up correctly you can edit your user settings by ...

Hello jdibona, I'm so sorry for the late reply. I wanted to test some things out first. Unfortunately, what you are asking doesn't currently exist in the stock screens of MethodCRM. Furthermore, Tags at this point are associated with contacts (Help Center: Tags). You can implement tags with other tables, however that ...

Hi Matt123, First ensure no one is editing any screens, then regenerate the Entity table followed by the Customer and Contacts tables. Once that's done, log out then log back into Method then see if you can access the record. If not please enable the MethodSupport user and email me the Company Account name (not your user name). To ...

Hi theavspecialist, Leads don't sync to QuickBooks so I'm not sure why you're receiving this message. Are you sure this lead hasn't been converted into a Customer? Even so you should be able to edit just the email address without receiving a conditional warning. Try this, go to Customize > Tables/Fields > click on the ...

Hi andy, The easiest way to do this would be to reverse engineer the actions for the Save button on the CRM_NewActivityScreen. You won't need all the actions, just the one's specific to the email fields and Character Function actions. Keep in mind that you will need to add some additional fields to your mobile screen so it will increase ...

Dave, Through customization, you can have customers view and edit work orders through the portal.  There might be quite a bit of customization involved, as you would probably want to filter out options and selections to control what the customer can view and select when adding a work order.  We have ...

Hi Shane, If you added the 'billing email' field to the correct table, it should be associated with a reccordID for that customer.  Each field in a table is given a unique recordID that allows Method to find the proper record.  Take a look at some of the actions on the stock screens by making a copy and editing the copy. ...