Method Community

Hello, We have a "Refer a friend" program where we use the unique Contact Record ID generated method as the customer's Refer a friend number. I've figured out how to make Contact RecordID visible in several screens so that my team can access and search it. What I need help with is getting that number to show up on the ...

Hello All, We are a service business with several crews on the road each day. Part of our work flow is to send a customer satisfaction survey to our customers via email at the end of each service call. We are currently doing this manually using sogosurvey but ideally, I would like to automate this task when a work order is marked as ...

Ronen, I am also in need of this feature. I would like the option to have my Field Services Calendar set up to default to showing the schedule for my service crews as oposed to my calendar.  Thanks, Steve