Method Community

Is there a way to delete some of the default "Stage"s in Opportunities?  We want to get rid of: Closed Won, id. Decision Makers, Needs Analysis, Perception Analysis, Prospecting and Value Proposition. I have been playing around in there are while and can't seem to find a place to delete those. Anything you suggest would be ...

Hi Audisho, Thank you very much that pointed me in the right direction All the best

Under the Home Dashboard in Method I can see reports for everyone individualized. However, I would like to be able to see everyone's reports merged (such as opportunities, activities, etc). How do I create an account or report in the Dashboard that combines every user's numbers into a single report?

I have an event table that lists events and their start time and includes a field to list a planning meeting. For a dashboard I'm creating a grid listing planning meetings needing to be scheulded. I want to list events that occur after today but before 90 days out that have a blank field for planning meeting. The ...

Hi Daniel, A link between these tables already exists. The “Estimates” table is linked to the “Customers” table through the Dropdown field named “Customers” and the “EstimateLine” table is linked to the “Estimates” table through the Dropdown field named ...

This is for customer NOVAUniqueEventSpace I've created a custom entity called Event which has its own table. It is related to Customers via drop down. I recently linked the Invoice Table as wel, so I can associate an event to a specific invoice. On the related screen, I added a drop down field for the Invoice to select the invoice ID to ...

Hi Joan, There are a few things you can do to troubleshoot this issue. First, in Method go to QuickBooks > Synchronize. Check date and time of the last Changes-Only Synchronization and of the last Push. If these dates and times aren’t current, there is probably an issue with the sync engine. Next, Still under the QuickBooks tab, ...

Hello Dylan,     You are correct.  We don't have the option to generate an estimate from a work order in the mobile screens.  Also, the customers will have to log into their portal to pay for the invoice.  On the other hand, you may be able to get some customization done to improve the ...

Hi Shayla, Sorry for the delayed reply. The easiest way to achieve this is to edit the “Click” event for the button you wish to restrict. To do this, do the following: Click edit on the button. Proceed to step 2 Click on the ellipsis next to the Click event Proceed to step 2 Uncheck any of the roles ...

Hello Charles,    Sorry for the late reply.  Since the post, we have been working with you on this issue.  We do have a support case open and are working to get the situation resolved.  Greg