Method Community

I realize that plans can always change; however, are you able to tell us when Method plans to make Version 2 beta available for use?  Again, I know the date can always change but it would be helpful to know if Version 2 is months away vs. years away.  If we are talking about a few months, then creating an "is/is not" ...

Hi Afrodite, We've done some testing and discovered a few things. It appears that something has become corrupted on your grid. We tested the following to confirm this: 1) We created a new screen with the contacts table, built a grid, and created the Excel button -- it exported without issue. 2) We copied the original CRM_CustomerList ...

To anyone following this forum thread, I contacted wildliferemoval offline regarding this issue he brought up here.  This sounds like a Support issue directly related to his account, so I have created an internal case for this and I am working on a resolution for this with Joe.  I will update this thread once we have resolved ...

Hi Blake, As far as I'm aware, we don't support Google Voice, but I'll check with the team to confirm. I'll also see if there are any plans in the future for this and report back. - Adam

Thanks Fran for posting.  Your idea is a good one and is a fairly straight-forward customization. - Greg

Sandman Greg and Ben's ideas are great.   One of the first customizations I do for a client is to add the Portal Name and Password to the Contact screens. And to add a special screen using the Conatacts table, just to manage Portal User Names and Passwords.   Makes it much easier to manage the process and it gives you the ability to ...

Hi Francisco, Like the idea of what you are doing... Here are some thoughts: How is "remaining occupancy" setup.?  As a Item field in Method only or as an Item CustomField in QB?.    I assume that the Item would be something like "SuiteStays" with  "remaining occupancy" as a field to that ...

I have had this problem once or twice before so I'd just go into QuickBooks and turn the estimate into an invoice there, but I'm trying to get away from doing anything in QuickBooks and only doing things in method. I have only noticed this problem with large work order being converted into invoices. I have written an estimate for a ...

Hello,     I've had a similar question on the Help Line and seen other customers customize the list to their own advantage.     The Customer and Contacts List is a list of Contacts sorted by default alphabetically.  With customization, you can either change the sorting order and/or add a new column.  ...

Hello James,    Unfortunately, I know of no list that has what is and is not included in Method.  Mobile is limited in v1.    Version 2 is going to be the answer to get Method mobile.  When the beta comes out, it will be for mobile devices and be optimized for mobile devices.  Version 1 is still the version to ...