Method Community

Hello Shawn,       You can add columns to the drop down.  Copy the screen and open up the drop down edit menu. In Step 4 of 6, you can select other columns to display in your drop down.       You can do some customization to filter the drop down based on the customer that is chosen for the ...

Hi Shawn, First off, I apologize for taking this long to answer your post, I had to think about your options for this one a bit.  Unfortunately, I don't see any way to do this using the stock tables/fields.  If this is something you really want, then you will have to Customize the "CustomerEquipment" screen, as well as the ...

When trying to log into  a Method account from the Method Report Designer, I get this error message:  "Failed to open a list of reports from the server. Reason given was: THE LOGIN 'DEREK1104' WAS NOT DETECTED." When I use the same user name and password to log into the Method account to access the method ...

My entire sales team is on Macs using Outlook 2011 and my company is making the shift from PCs to Macs. How do we request that an outlook plug-in for Macs be created?

We have recently been building an Excel Task Pane App for a client of ours and we would like to set it up so the user doesn't have to login everytime they want to access the method tables. We are successfully working with the data, but we want to eliminate that login entry for our end users everytime they are accessing the data within the same ...

I'm wondering a couple of things.  How can I include an image in a report?  For example, the vendor headshot photo for each vendor?. How can I export or download documents? Is there a way to access the image/document url within Method? Thank you!

Hello,     We don't have specific videos on Job Costing.  We do have walkthroughs for Field Services (which is the same as Scheduling & Invoicing) with videos that include Work Order that have the job costing ablilities.   Take a look at the subsection Using Job Costing Reports.  It may help you out. ...

Hi Marcelo, The main difference is that when you delete a work order, it removes it from the system. Cancelling it leaves a record of it on the system. Deleted work orders are typically if you create a work order by mistake -- cancel is useful if, for instance, you have to cancel some day's work because of something business related, and need ...

Hi: I am new to method CRM. How do I use my existing work order layout, to print the same way when I print out a work order with method. If there is a manual that explans how to go about doing this please send me a link. Thanks Guy

I'm running into an issue with one of my dropdown fields in a grid.  In my Work Order Activities it has an option for Customer Equipment.  It will not filter the choices to just the current customer.  Instead its showing the entire table of equipment. When I go into the screen and review the grid, the dropdown will not allow a ...