Method Community

Hi JoAnne, Just checking in if you still needed help with this? If you just wanted to export a list of shipping addresses, you can use the import/export tool. Go into your customize tab and hit "integration tools", then "import/export tool". You can export the customer or contacts table and include the shipping address field.

Hi JWS, We have a great blog post on setting up Method User permissions, I believe you will find your answers there.  Please go through this blog post, if you are still having issues/questions, just post back here. -Ben

Hi John, I just did a quick test in my own account for the February version, I created a case and had no error messages.   Two questions for you, are you still getting this error and if so, have you tried regenerating your 'Cases' table?  If this still doesn't work, do you mind if I run a quick test in your account using ...

Hello JoAnne,      It looks like you have accidentally added the same contacts/leads/customers twice.  I would suggest clearing the list and starting again.    If you are choosing "Fill List with Contacts" when building a list, make sure the selections 'Fresh list - remove any existing List Builder ...

I have several locations/users. I would like to have a different price for items based on the user. Here is what I would like to do.  I would like to make my price list and then have the price automatically mark up the entire list based on the user logging in.  Any help would be appreciated.

I have several sales people at several different locations. I want each sales person to see their own sales in the sales order list. However I want some users to see all sales and other users to see only their own. Any advice as to the best way to do this would be helpful. Thank you!

Hi John, I will be looking into this post for you, unfortunately we have been a little backed up in answering some of our posts (as you can likely tell), however I should be able to take a look at your issue this afternoon. -Ben

Has anyone done an integration with a signature pad? Our client would like to  1. Open a print preview of a custom Packing slip 2. Have their customer sign the image. 3. Click save and rest assured the packing slip is saved to their customers documents in method.

Any update on this?

Can I get a PDF of the Method CRM database diagram with table names, column names, data types, primary key indications and lines indicating foreign key table relationships?  I'm looking for something like you can generate using the SQL Server database diagram tool with output printed to a PDF. Thanks!