Method Community

I'm having a problem with the new CRM. When trying to switch from the Full Blown to CRM QB Pro version, the second step is customizing the app. When I try to click on tab goups, I get the following error message: "The screen you are tryig to load cannot be found. You ay have to refresh the tab...

I am trying to figure out a way to create a report (possibly a chart or graph) to basically track our Sales Opportunites movement through the Pipeline. I want to be able to generate a report for each of our Sales Reps that shows how long it took their opportunities to move from 10% to 100%. Can anyone...

Hi, I originally uploaded a logo to display on method and then uploaded another logo a week later. For some reason, only on occasion, the old logo will load instead of the new one. Is this a know issue? Is there a way for me to delete the first logo so this does not keep happening? Many thanks!

I am looking to filter customers based on the record of the last completed activity for our call center. I want to be able to sort customers by the last time an activity was completed on their acoount. I have a customized customer list that I want to be able to quickly view all of the customers that...

I'm relatively new to any of the customization options and one of the things I am struggling with is how to search or filter customers by state or some predetermined region. Is there a way to add a box to the customer center or filter in some other way to select only those customers in say "New...

Hello, We just installed QB Enterprise 10.0 and have setup some custom fields to be drop down lists. After syncing with Method the new custom fields are brought over but only as text fields and not as drop down menus. How can I fix this so the same drop down items in QBE show up in the custom field in...

Hello...Is there any way to undo a customization or even just exit the screen without saving the changes? I was updating our customer screen and accidentally removed the "clear/new" button in a section. I want do undo that change or at the very minimum be able to exit the screen without saving...

Hi, I am having some difficulties with trying to link the data from the "Customer Table" to the new design template I made for the "Default Work Order Template (Print)". I just found out why I cannot use the Customer Table as the Master Table because it will not allow me to select...

Hi guys- Back in this same Method account, I went back to customize (on a different computer with 1280x768 resolution) to upload a different image as the logo and when I browsed to the file and uploaded it and saved it as the new logo, what happened is that BEFORE I clicked on the Save Settings button...

Hi guys- I tried to upload a logo to replace Method's and got an error message: "Sorry, but you've encountered an error try to view this page. If you continue to experience problems please try and close your browser, open a new browser and log back in." (ps - should you replace "try"...