Method Community

I can not seem to get calendar integration to work in Outlook. I am using Outlook 2010.  Some of my coworkers use Outlook 2013 (the desktop version, not 365).  Calendar syncing does not work in either version. I can create an appointment in outlook, and then click either 'Add to Method' or use the 'Syncronize'.  ...

Hi Adam! Thank you for the response! I found out that a lot of my issues were caused by using fonts which were not supported on Method's servers.  I don't know how I missed this given that it's the first link on your help pages for Report Designer.   I also tried using property fields to realign lines and fields, and this ...

I believe I had asked this question before sometime last year, but could not find where I had posted it (so it may have been in my imagination).  If I did, I sincerely apologize! I'm getting eaten alive by our sales folks over the ability to go back and permanently reorder line items on estimates and invoices.  Sometimes, ...

When creating a new report, I noticed that the report will render very differently between the design view and preview view in Report Designer and the actual, live 'Print Preview' inside MethodCRM.  This is creating a world of OCD-aggravating problems for me. For example -- drawn lines will change width or height; labels will drift ...

Hey Justin, Thank you!  This is exactly what I was looking for, and I was just not looking at the right fields.   I am having to tackle the wealth of customizaion requests from my company, and am learning this on the fly.  Besides the webinars and help files, do you have any additional sources of in-depth documentation on ...

I am trying to learn how to customize some of our screens. I started with the Estimate screen.  I copied it and renamed it so that I could start editing it.  The first thing everyone in my company wanted was for that little checkbox in Estimate screens that reads "Wait for Sync Approval?" to be checked by default. ...

I'll experiment with the closed orders and see if I can come up with a safe-for-the-books way to duplicate them.  Hopefully, that'll lead to a solution I can present to the boss, and if it's workable, I'll share it here.  To be perfectly honest, I'm surprised that a 'Copy this Order' option wasn't already ...

Hello! I am setting out to learn how to use Method so that I can come up with an onboarding solution for the rest of our company.   We get a lot of customer requests to simply repeat one of their previous orders.  Rather than having sales techs rebuild a whole new estimate from scratch, is there a way to copy a pre-existing estimate ...