Method Community

But your argument of logic is based on the developer's perspective, not the user's.  Imagine yourself a brand new user to Method.  You know absolutely nothing about it.  You are an outside sales rep who calls on a print shop you've never called on before.  So now, you want to create a lead.  Without any ...

Is there a way to customize the print out for the estimate?

I've been designing web applications and supporting CRM systems for 13 years and I can tell that you're not listening, only defending.  Here you have a customer telling you that it makes no sense to our users.  You don't defend at that point, you listen.  Not one of our users would think to click "advanced ...

John, that is entirely unlikely that most people will close 100% of their leads.  My point is consistency.  The Outlook integration piece has this box checked, but the Method web interface has it unchecked.  And besides, if it's so easy to customize John, then you could customize it to be unchecked.  The problem with ...

QuickBooks doesn't even have a lead status only option, so that doesn't make sense.  And besides, you automatically check this box in your Outlook Integration tool, so why not be consisten in your own application?  I showed the Outlook tool to our reps today and they thought it was wonderful that the integration tool ...

It does not show up when I click the "Go To" link on the item list page.  These products were created in QuickBooks.  We never create products in Method.  I could send you a screenshot if needed.    

I know I can check that box, but the point is that the box should ALREADY be checked by default as too many times the reps forget and don't check it.  This box is checked by default with the Outlook integration tool, so why not have it checked by default in the Method web interface? And I know I can customize the the screen, but I try to ...

Is there a way to increase the number of records displayed in a list to something higher than 10?    

I know this is an old post, but I'm lookint to filter the report by a certain REP (not user).  Is this possible?

When I open the default ItemInventory screen, it does not show "on hand" inventory count.  Is it supposed to show this data?  If not, it should!