Method Community

Hi Jon, Welcome to Method! I'm impressed with how quickly you picked up on the customization aspect of the CRM, great work. What you're doing is perfectly correct, however I'm not sure why the field is jumping back to the main list when you try adding it to the screen, it should work. Are you by any chance using Windows 8 and ...

Neil, To add to this, make sure to add an closing tag after to make it clean.  You could also use a <br /> tag at the start if you wish. - Adam

Here's a link to our Outlook Plug-in Help Centre Articles. - Ashur

Hi Matt, Welcome to the Community Forums! Not sure exactly what you mean but it sounds like you're under the impression that Outlook contacts are synced with Method. If that's the case then there's no need to worry as Method only syncs with QuickBooks. Our Outlook Plug-in can sync Appointments/Activities with Method and you can add ...

Hi jwarren, I'm unable to replicate what you're describing, ensure thay you paste the color code using capital letters but once you paste press the tab button since the color chart displays. Click Save Settings, navigate to the Tables/Fields tab link to ensure the Grid Header color has indeed changed, then sign out and sign back in. ...

Neil, We've found a fix for you.  If you join an HTML tag as an action result before the code, the link should display properly.  See the screen shot as an example.  ActionResult3 would be your link code. - Adam

I'm assuming you followed along with the tutorial and created a copy of the CRM_CustomerList screen then edited it to include a button with the Generate Report action in it correct? If so then go to Customize > Screens, hover over the screen you customized which will have it's name bolded, then click the View button on the left of the ...

Alright I just did the same thing you did, but instead of using County I used my own custom field. I was able to get the field to show up on my report successfully. Two things that could be the cause here: 1) The linked field you used is not linked correctly, i.e. it's linked to a dropdown field which is associated with another table. ...

I am a new user and am not certain I am on the right path.  What I want to do is create a checkbox field for each contact specifically as a yes/no for newsletter subscriber.  There may be multiple contacts per lead/customer that I want to be able to differentiate this between so I don't want the checkbox itself tied strictly to the ...

My question is how to make this process of syncing and transferring contacts as simple and efficient as possible. Any suggestions would be greatly appreciated. Thanks, Matt