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Hello Consultant Team: We are a new method crm customer (base edition) that is migrating a lot of data from our previous crm, Zoho. In Zoho we have customized all screens from leads to invoices to reflect our needs our needs in regards to tracking where our business is coming from (website, trade shows...
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Thank you, although it doesn't seem there are any prompt screens showing the status of the payment transaction (i.e. Processing, Successful, etc). What is the relationship between the Method Payment Screen, the 3rd Party Merchant Service, and the Method Portal? Is it some sort of hidden re-direct...
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If I'm not able to enter a new screen name on the Customize Tab/ Create a New Screen window, what access does my ADMIN need to give me?
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I noticed on the Estimates screen, at the bottom of the EstimateLine grid are three buttons as links (New Line Item..., Update, Cancel). I have looked for them as I customize a copy of the Estimates screen, but I cannot find them. Where are they?
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I want to be able to customize my new activity tab to have a billable drop down and time tracking slot. Can this be done? Lindsay
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Hi Method Team, I am trying to update a couple of the default reports that you have in the system that generate the charts of the Home Dashboard and create a few new ones, some involving charts and some not. The major issue I am running into with any report involving a chart is that I can't seem...
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Can I delete the "contact us" link from the customer sign in portal? The link appears under the login and password fields. On my website the Iframe that I am using is too small for the form to fit. So I would like to customize the look of the sign in screen or the form. Thanks, Matt http:/...
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Last week, I had the exciting opportunity to visit one of our local Method customers, Mygazines . Mygazines is a digital publishing software-as-a-service provider that literally resides no more than a few blocks away from our office! Over the past year, Mygazines has quadrupled its staff and Method has...
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When pictures are used tactfully in applications, a designer can enhance a user’s experience and in many cases make it easier to navigate. Up until now, you were able to add pictures to Method screens but that was where it stopped. Not anymore. Picture objects in Method now have the ability to...
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Actions and Objects are the meat and potatoes when looking at how any Method screen is built. The new Actions and Objects Reference Guides provide you with: A detailed description of each action/object An example of where you would use the action/object Steps for adding the action/object This is the...
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