Method Community

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

Every once in a while I will have the same issues.  When it happens its about 2 hours lap time and I am using Gmail.  about 95% of time its never a issue.  John M

Greetings, Heres the deal. I want to print up a cover letter then a estimate on one PDF file. I figure I would use the page break feature on the report to start the cover letter. The issue is I cant find any detailed information about reports and put the page break on the bottom of the form expecting a second page and nothing.  Any ...

    Wow, it's hard to believe we're at the end of the month already!  Was February a productive one for you and your team? Did you hit any milestones in your business or are you ramping up for a busy Spring and Summer season just around the corner?  Last month was the kick-off to our new blog series "This ...

I was wondering if you have or are planning to have a RESTful version of your API?  I was considering accessing it from JavaScript such as from an app for Office in Excel.

I know that the following works for me: There's a field in Method called "StaffAccountStatus". I created it first in Method only. There's a custom field in QB that I then created. When I export the Customer table in QB the newly created field is in CustFld1 In the Method Customer table, the field that shows up is NOT ...

Hello Mike,       There is no way of changing labels for a field that it will save both in the Method field and the custom QuickBooks field.  I confirmed this with the consultants. There is no way of automatically sending information from a Method CRM field (ie. a field that is not in QuickBooks) to a custom ...