Method Community

Hi Imata00, It is possible to do this through customization within Method CRM, but would be done through our customization consulting service which is $125/hour. Another option is to upgrade to our Professional Services app if you have Method CRM pro. You can learn more about this application by watching the following webinar: Introuduction ...

Hi Lori- [quote user="Inclusivitie"]I am trying to update a couple of the default reports that you have in the system that generate the charts of the Home Dashboard and create a few new ones, some involving charts and some not. The major issue I am running into with any report involving a chart is that I can't seem to get back into ...

Hi Nathan- If you are looking to get this calculation on your custom estimate screen you would need to use Basic Math Calculation actions. You can have these action triggered by a button or on the lose focus event on one of the fields. I would suggested watching the Advanced Actions: Shared Results and Basic Math webinar found HERE. If ...

Hi Orlando, There is no Leads table in Method, a lead is essentially a specific Entity type, you would import leads into the customer table. The only required field in the Customer table is FullName(But you have to import it into the Name field). When importing your list make sure to add 2 extra columns for Entity Type and IsLeadStatus. You will ...

Hi Matt, You would need to add a grid to the screen and make that grid reference the PropertyInformation table. If in the property information table you have a drop down the references the customer table then you can add it as an attached grid, otherwise you will have to add it as a detached grid. We have a webinar HERE on Grid objects. -Michael

Hi Ian, Did you try logging in to the portal using the Short URL link (http://MIurl.cc/xxxxxx) that is provided in the email that is sent when saving an estimate/invoice or did you try logging in directly into the portal? To be able to only enter the email address like it is displayed in the webinar you have to use the link that is found in the ...

pdirect, I went through the exact steps laid out in the webinar and it worked for me. I right-clicked on an appointment slot in Outlook and clicked New Appointment and then clicked Add to Method. I filled out the information in the window that came up and clicked Add to Method.  You should see the Method tags added in real time. I am using ...

John, For any question particular to QXO it is best to post on the QXO forums since we aren't familiar with the features available in QXO as it is developed by the QXpress Team using the Method Platform. The only integration Method has with Outlook is through the Outlook plug-in. The outlook plug-in allows you to add any email sent through ...

Hello, Although we would love to be able to support all mobile devices in the long term, at this point in time we do not support Mobile on the BlackBerry. The devices that are supported as per our webinar: iPhone, Android, Windows Mobile 6. Having said that, you are able to try and use Method on the BlackBerry (we have tried it on the Torch with ...

 Hey Stephanie, I want to first highlight that currently in Method you can start with an estimate, and convert that into a WO. Once that WO is complete, you are able to convert it into an invoice. To gain access to this feature, you must have Method Full Blown with Field Services imported. Currently you cannot do this in QB, so the default ...