Method Community

Hi Mattohm, I'm not sure I fully understand what you're trying to accomplish. You are trying to have specific data sets within your custom tables and relate them to a specific customer, right? So you would have in your table for example: Sample Customer, Sample Equipment 1, Sample Equipment 2. Try taking a look at this forum post. If ...

Hello all: I'm a newbie, but am not new to CRM's. I'm looking for a post, webinar (or an answer) regarding the following: What is the optimal way to import in Leads with 1 new opportunity and 1 activity? I'm still finding myself having to manually do the opp and the activity, but I'd rather add them in all at the same data ...

I'm having a hard time setting up a user to view others records but not allow them to edit it.

I spent over an hour rebuilding the report.  And made a couple backups along the way as I had successful progress.  Case closed...

Extending the Transactinon History to 720 days and getting the Sync to finish, WORKED!  

So i have created 6 custom tables for keeping specific setting details about client equipment. I have added the new tables to a new section in the screen Fieldservices_Customers(2). The problem that i am having is that i need these tables to take unique information for every single customer that we have but the format should be the same. Currently ...

I have a Sales Order report that worked Friday but today (Monday), groupfooter2 is not appearing when the report is run from a Method screen button.  The report previews fine in Report Designer.  Help!!!  Thanks!

Okay, just give us a call at 1.888.925.6238 x.2 and we'll see what we can do for you. - Justin

Robert,  Thank you for your forum post.  I would recommend calling Method Support @ (1-888-925-6238 x2). They will be able to login and take a look directly at your account.  Please advise if any further information is needed. 

Nope. Tried a different browser and it's still not showing up.