Method Community

I am new to Method, trying it out since my current CRM platform is getting to be too buggy.  I synced everything to Method from QBO, but I need to clean up 500+ QBO estimates from years ago.  Is there an easy way to delete ALL the cusomer estimates in Method with a few clicks rather than deleting each of the 500+ one at a time? ...

Here is the structure: Vendor Table Record_ID  Vendor Name Event Table Record_ID Event Name Role Table Record_ID Role Name Assignment Table Event Record_ID (Link) Record_ID Role Record_ID (Link) Role Name (Link) Vendor Record_ID (Link) Vendor (Link) Details Arrival Time Departure Time During the operational ...

I am trying to send an email to everyone invoiced on a particular date. I can't seem to see how to do that. Can anyone help? Thanks

When I had my initial Method consult, the advisor showed me how to adjust the appointment time using a time slider. It defaults to 30 min and I schedule 15 min appt times. How do I get that slider control back? In addition, is it possible to change the activity calendar to 15 min slots instead of 30?

Throughout much of today (unnoticed by us until now), a series of invoices were assigned duplicate numbers - in pairs. There were multiple instances of invoices created in Method and submitted for 2 different companies where they each had the same invoice number.  My Method settings are such that QB assigns invoice numbers, not Method, and ...

Thank you Greg! I think that did it

I am having trouble getting my list of sales orders to show up chronologically.  I just expanded the length of time I am syncing with QB to 180 days and would like to push it out to 1 year so users can see relavant customer transaction history.  However, since I extended it, the order of the transactions on the list (on the left side of ...

Hi Rolf, I took a quick look at this issue you pointed out for the February Release, I agree with you completely, there seems to be an issue.  I created a quick test screen to add the SessionIP to a field on my screen, in Feb. Release, I get the same IP address you mentioned (obviously not my IP).  I then loaded this screen in the Oct. ...

   Thanks Fran for the insightful response.        In summary, you can use Opportunities to track your pre-sales activities.  It allows you to add activities, estimates, invoices and any documents you have that relate to your pre-sales actions.  You then have everything in one spot so you can monitor how the ...

Hi Ryan, I did a quick test this morning in my own Method account, mimicing what you are trying to do with your cases and Contacts Portal.  I logged into my Contacts Portal as a test Customer, went to the Customer Service tab, then clicked the "Question" button.  I filled out all the necessary fields, after submitting my ...