Method Community

Hi Jack, There are lots of places to send an email through Method, but if you are contacting customers, the activity screen is the place you probably want to be. So you're in the right spot. When you say you've changed the default in the From Name field, do you mean in the Send Email action?  If so, I think what you're seeing is ...

I recently created a drop down list. I cannot for the life of me remember how to edit it in Method. I found the table, but I cannot figure out how to add more names. I also want an "add new" option at the end of the list. Thank you!

I am a new user and have tried numerous times to import into the invoice table using the integration tool under customization. My data was validated and was allowed to click 'begin import', however, it shows no progression of the import on the import status bar, even after many hours. What am I doing wrong?

Hello and Welcome to Method:CRM blog post by Errol! You may remember back in January when Ben wrote a blog post about Importing Customers and Contacts into Method:CRM. We decided that we would take that one step further and create a video for you! However, in this video, we’ve made a slight change. We don’t cover how to import ...

when creating a work order I would like to assign to multiple people?  also trying to find the filter when I do create a work order and assign to someone else I can't see it in the work order list. my goal create a work order assign to multiple users with email notification. once job is done have them flip to close then will I get a ...

I'm trying to enure all jobs (ie. subaccounts) have the same addresses as their parents and I thought a quick custom screen with a button should do it. But I'm having issues in getting it to work. Let's deal with the BillAddressPostalCode field as an example. I'd like to: Loop through the Customer table (or grid) The ...

Hello,     To add the column to the grid, copy the screen and open it in the screen designer.  Find the Contacts grid in the screen designer and click Edit on the grid.  Go to Step 2 of 9:Grid Columns.  Choose Field 'CustomerType' and modify the Column Caption if needed.  Click Insert Column and save. ...

Hi Nancy, Unfortunately, what you're looking to do through the Import/Export tool isn't possible out of the box. You could customize your Method screens to automatically update your customer records with the changed rep. I'll explain. When you are importing or updating a table in Method, you are only updating that table. In your ...

Hi ekovach, You came to the right place. I believe we've had a request for this in the past.  I can't say if or when this might be developed, but our forums are the best place to make feature requests like this. We love hearing what our users think would make Method better.  I can say that we have an Office 365 (the online ...

Greetings, I'm a newbie and a one-man operation starting up a social services training and consulting firm, so customizing Method is a bit of a stretch for me. Nonetheless, I am trying to do something myself that seems like it ought to be pretty easy -- if I had a clue. I want to make my company name the default value in the From Name field ...