Method Community

I just want what's easiest to pull when performing actions in activities, sales orders, potential email campaigns, etc. For example, if sending an email to a customer from an activity, I'd like to choose a template based on whether the customer wants the email in English or French. Since the fields used in creating activities (and other ...

Hello Mike,    You can add your own drop down to a table to use as a flag.  I'm thinking it would be easier to put it on the contact table.  Then you can use it on a contacts grid.      You can also use tags to flag customers as English or French.  Remember if you want to add tags to another table, ...

In the estimate screen, there is a check box for "Estimate is active" I do have estimates for current customers that are marked as inactive estimates. Anybody have any good ideas on how to hide these inactive estimates from showing up in the customers contacts portal. Thanks for all your help.

Is "Contact" also a subset of "Entity"?

Hi JoAnne, What are you intending to do with the shipping addresses? Is it for the sake of storage? Will you be using them for anything in-system, or is it there for reference?  Naeem

I’m all in when it comes to continually learning how to help keep myself sharp, but this year’s lessons have been bitterly cold with new concepts like -30ºC (-22.ºF) and terms like #PolarVortex. Thankfully, the birds are now chirping and we can rely on some older terms like spring cleaning. Spring is not only a great ...

Hi Solarguys, That is a bit of a loaded question, however I will do my best to answer.  I want to start off by discussing two versions of Method, we will call them v1 and v2, v1 being the Method you are currently logging into and using, v2 being a newer version Method is working on that will be available in the coming months (I don't ...

Hello,    It's not a sync issue.  Once you copy the screen, if the links have been copied correctly, it should be available for everyone.  Your employees may have to refresh the page to get the new screen to appear.      If you have copied it from the screen itself (right-clicked on the screen and chose ...

Hello,    Your mobile screens access the same data as your desktop. You can create a screen based on the Contacts table to manage them on a mobile device.    First, take a look at what you have now.  Go to Customize -> Tabs -> Edit Tab Links... for the Mobile tab.   It will show you a list of at least ...

Hi Ben : I have been reading several post on tables, fields,screens and report designer. This is what I am trying to achive, when I open up a new work order on a customer and I enter the customer name select the one I want. Now I want to enter the unit number for the equipment the customer has. but when I chose equipment at the ...