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  • Display and filter by activity date

    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...
    Posted to Forum by kevin.murphy on 07-21-2010
  • Re: Custom Colors Question

    This also happens when trying to use the other pre-configured options for example Traditional Blue. The active tab color changes but the section headings etc. remain the default green. This is with Full Blown Method. I have logged out and back in, but I haven't waited a couple days etc. to see if...
    Posted to Forum by jnoneiliv1 on 06-30-2010
  • Estimates and Invoices

    When doing a print preview of an invoice or estimate in Method, the Method logo appears in the top left corner of the document, despite the fact we have uploaded our company logo in the (Customize>Display) tab. Is there a way to customize these documents so that our company logo rather than the Method...
    Posted to Forum by mrandall on 06-11-2009
  • Uploading a logo - new error

    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...
    Posted to Forum by mlongacre on 05-27-2008
  • Uploading a logo - error?

    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"...
    Posted to Forum by mlongacre on 05-13-2008
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