Method Community

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!

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