Method Community

Greetings, Yep this can be done. What you see is smply a grid.  John M

Hello, I was wondering if I am able to add customized columns in the Customer/Invoice tab.  I have provided an image to show the area I am referring to (the red box).  In addition to the search columns already there I would like to add my own customized columns like "ship date".  Please let me know if this can be ...

Ok I tried to do this again and below is what I have done. 1. Added Picture field to the estimate table and named it picture1 2. Added this field to the estimate screen. 3, Uploaded a web address from Picasa that has the desired picture. 3. Added a picture box to the estimate report and Data Binded that to the Picture1 field 4. Still no ...

I've been using the Smartvault storage feature for my associated Method docs.  I'm thinking about cancelling my service with Smartvault and uploading my docs directly to Method.  If I make this switch, will the docs I've already upload be moved over to Method?  I want to be sure I don't lose anything when I cancel ...

Greetings, For your information. I added a picture field to the estimate table. Added that field to the estimate screen and a estimate report.  Printed the report, no picture. Tried some other things to that field still no picture.  Proceeded to log back into report designer to remove that picture field and report deisgner would not ...

Greetings, Say i take a picture of a broken tree branch and I want to instert that picture for that customer's estimate or report in method. Is this possible?  I was looking at the picture field in method but it looks like its designed for a static picture for every report and not able to change.  John M

Hello John,    On the report designer, you can insert a Page Break.  They are located in the Standard Controls menu located on the left of the report designer page. It's near the bottom of the list.  Click and drag it over to your screen.  The one thing you will have to make sure is that you have the page break in the ...

Hello Mike,     I do understand what you have done to create this save.  I would have to take a look at your screens and work to understand why this is happening.  Again, there is no automatic function that saves to two fields based on having the same label.      Can you try a full sync and then ...

Hi vsrnt, Unfortunately there isn't really a way to do this stock, because that would require integration of your email clients emails with Method, which isn't doable. The best approach I can think of to accomplish this would be to have google gadget installed, then through the gadget manually create a case for every new support email. ...

I am new to Method (in trial). I want my customers to be able to send an email to support@mycompany.com and have it create a new support ticket. Does this CRM do that? Thanks in advnace