Method Community

Hi Mahlon, I've put in a feature request for this on your behalf. I can't guarantee anything, but I'll keep you updated through this thread. - Justin

Hi Marcelo, If you want to add Team Leader to a report based off of the Activity table, you'll first want to add it as a Linked Field to the Activity table, using the Customer table. Link Using: Entity Linked Field: TeamLeader It should be possible to link this field through the Entity ...

Matt, I was able to replicate the issue and have created a ticket for our development team to look into it. I'll keep you posted from here. - Justin

Hi Matt, Are you still experiencing this issue today? - Justin

Hi Mahlon, Consider the case where you're viewing a week other than the current week. You wouldn't want the calendar to flip to today's date in this situation, which is why it goes to the beginning of the week. Hope this helps. - Justin

Hi Drew, I meant that it isn't a current capability of the Gadget. As far as the feasibility of implementing it as a feature, I cannot say for sure whether it is or isn't possible. What I can do is put in a feature request on your behalf, requesting that this functionality be added. I can't ...

Hi mholden, Please excuse the delay in responding to this. Are you still experiencing this issue? Let me know and I'll create a support case for one of us to reach out if so. - Justin

Hi NSG185, You can view our full list of webinars here. You'll find the webinar for the Import/Export Tool on there, but for convenience here is a direct link. You might also want to take a look at this blog post, which goes over how to import Customers with Contacts associated to them. Let me know if you have any further questions. ...

Hi Drew, The Gadget is intended to extend the capabilities of Method, but not fully replace the CRM. Typically users would get the follow-up notification in their email, navigate to the activity in Method and send the follow-up email from there. I can see from your post that this isn't feasible for you, ...

Hi sbonner, Customizing a button to create a copy of an Invoice record is definitely possible. As Jamie alluded to, you'll want to take a look at actions for the Create Sales Order button on the QuickBooks_Estimate screen (you can find these by checking the actions for the Create Sales ...