Method Community

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 ...

I just created my first web form and testing results in a verification email but no data is created in Method. Any advice? Is there someplace in Method to see new leads and qualify them?

What is the best way to track customers that refer other customers? Is there a way to tie it back to the referring ustomer record? For example say existing Customer - Heather Jones refers Potential Customer - John Davis... Lead source would be "External Referral" but to take it a step further I'd like to ID/link the ...

Can the Record ID number in the customer table be use as a account number, so when customers call the office will be easy for us to pull uo their account??

Hi I need to know how I can do the following: I want the QB "Customer Type" to appear in our Existing Customers and contacts Grid so the rep can do a search using that field. How do I do that? I think you explaind what needs to occur below but how ? You mentioned that you wanted to ask how you could associate the Customer Type field ...

I want to be able to export the sales recieipt and change the sales rep then import this data back into method and have it appear "assigned" to the rep that I changed it to. This is not occuring. The sales receipt itself is changed to the sales rep assigned but it does not get assigned to them in method even though the information got ...

Greg, Thanks for replying.  My issue is that I can not choose any addtional columns. file:///Users/smcgovern/Desktop/Screen%20Shot%202014-03-25%20at%209.37.57%20AM.png

Hi Guy, Out of curiosity, where do you have your current Work Order Template, is this in QuickBooks, or do you have a template in Microsoft Word or something? The only way to replicate your existing report, regardless of where it is coming from (outside of Method), would be able to recreate it in Method using the Method Report Designer. ...

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 ...