Method Community

So I currently have a situation where my technicians are scheduled wth blank work orders via the scheduling and invoicing add on. Because they do not know the extent of the job before they go to it to assess it, they need to be able to enter the estimate items into the work order, then generate an invoice from the same, so that they can collect a ...

Don't know if you guys are going to work on the Google gadget at all but I have a request.  When you auto-fill a date on an emal, it should be the date the email is sent, not when I'm reading it.  As it is I'm always having to change the date/time, since I don't always read email the minute it comes in. Thanks!

The consulting team appears to be backed up, and we’re looking for some pretty high-level customization… well, essentially, wrapping up some customizations that I’ve been working on in the background for the greater part of the last twelve months. Coming to a point where we just need to get it done, and I do not have the time ...

We have created a portal for our distributors but I have noticed that grids will not display data from a QuickBooks table unless it is linked to the portal entity logged in. If you create a portal screen and a grid which displays a few fields from the Items table in QuickBooks (for example, an item name and the quantity in stock), items will be ...

I am a new Method CRM user and  would like to know how to do the following: We would like to provide our customers a chance to Opt-out of receiving marketing emails from us.  I see the link http://urlforoptout/ and I have tried it, it works.  But I would like to know how to make it appear as an unsubscribe link.  This link is ...

I have created an estimate and I print it out, but when I try and save I get an "Error during save operation" and the only additional information is "Action Sequence Order 3"   I get the same type of error when I try and print the estimate again except that the additional information says "Action Sequence order ...

I'm trying to send out an email with details that include some dollar amounts. It seems like when I put the amounts into Action Result I can't seem to get $$$ formating. Is there some way of limiting to 2 decimal places as well as inject commas? --Cindy

Thanks so much, Mary and Adam! This is helpful and iI appreciate it.

We are still in our free trail, and I tried customizing the new opportunity screen for our business.  When I deleted the opportunity name and tried to add a dropdown instead, it saved fine.  Now when I tried to create a new opprtunity and save it I keep getting a message saying Opportunity Name is required.  I tried recreating this ...

I want to allow users to attach any document on their computer to emails generated by Method, not just documents in the DocumentLibrary.