Method Community

Hi, I'm trying to figure out how to best customize my company's Method interface (basic Method CRM) to be able to pull the kinds of info/reports we're most interested in. I'm having a bit of trouble figuring out what's possible and what's not, as we don't have access to the report designer (we use Macs) so all our ...

Hi Mary, Is there any chance you have a version of that video that works on a Mac? Thanks, Chelsea 

Thanks so much, Mary and Adam! This is helpful and iI appreciate it.

Hi, My company uses Method CRM (regular, not pro) on apple computers. It seems our customization and report options are limited, since we don't have access to the Report Designer (Windows only), and we have a regular CRM account as opposed to Pro. I was hoping someone could help me figure out what our options are, in terms of customization ...