Method Community

Hi Ben, The reason you're having difficulty is because the Customers and Contacts List screen is actually based on our Contacts table. You could still use this screen, however you would need to alter the grids to show Vendors instead of Customers.  To do this, go to step 3 and change each filter. As for the linked fields, you should ...

Hi, My company uses Method CRM (regular, not pro) on apple computers. It seems our customization and report options are limited, since we don't have access to the Report Designer (Windows only), and we have a regular CRM account as opposed to Pro. I was hoping someone could help me figure out what our options are, in terms of customization ...

Using the standard New Activity screen, how do we add an attachment to our emails from there?  Do we have to use the Google Gadget to handle attachments?  Thanks.

I've been importing customer information, both new information and to existing ones and now I discovered instead of merging information to existing customers, they are overidden. i.e. As I import new information to an existing customer but leave certain fields black such as phone numbers and emails, they get erased on Method (and then ...

How can I customize a Customer screen using fields from my Vendors table, or vis versa? For example, I have some custom fields that I created on my Vendor Table, and I would like them to show up on both my customers screen and my vendors screen. Thanks! __________________________________________________ Update to ...

Preface: I'm preparing my page layouts before I import the majority of my database.  I'm running into a snag here and am hoping for an easy fix!   Background: In my business we prospect for new Vendors - not Customers.  I really want to see a very similar page setup/layout for my Vendors as I see in the Customers Tab. ...

Sorry about the confusion asyed, I believe I've found a solution for you. What you'll want to do is (from within the screen designer for your custom screen), click "Edit" on the grid, then click Next to go to Step 2 of 9. You're going to want to Insert a new Column so pick the SalesRep ...

I added a few fields to the Sales Order table and Sales Order screen. I'd like to add the same fields to the ship to address on the Sales Order template as well. I tried adding  them to the script like this: Private Sub OnBeforePrint(ByVal sender As Object, ByVal e As ...

Hello Justin, This didn't help.  It still only exports the columns I listed in my original post.  It doesn't include the columns that I'm currently viewing in the grid.  And, just so you know, I've tried this in Chrome, Firefox and Internet Explorer - just in case one browser was better supported than ...

Is there a way for MIE to send an email alert when it loses connection to the Quickbooks company file?  We need to get a notification when the sync stops.