Method Community

Hello Meghan,      The only thing I could find is the action Credit Card Processing and there is a Help Center article here.  I couldn't find a place where you can automatically charge a credit card with the standard screens.  It would be a customization with textboxes for filling out the credit card information. - ...

Hi Suzanne, First off my apologies for the late reply on this. What you are assuming is the case. Something to watch out for (and something I did when testing) is to make sure you are uploading to SmartVault and not exclusively Method.  You have to make sure to select the radio button "Upload to SmartVault". Here is our Help ...

Hello,  I've created a dropdown called "CustomersList" that displays all customers and selected empty value as default (as i don't want to filter until a customer is selected). In Dropdown Object Actions I've added a text change event that loops through the ...

Hello kwbgs,      We do have users that use Method to track memberships and donations.  I don't have any specific examples with me or in the Help Center.  You can talk to an Method Solution Provider about workflow as Fran has eluted to. (thanks for responding Fran!)  - Greg

How do I set up a documents portal so that customers/vendors can download documents pertaining to them specifically? I think I'm OK with creating portals, I just need clarification on who would be able to see what in the Documents environment. I thought about the following simple setup for the portal: Portal Documents tab showing a single ...

Is it possible to refund a customer's credit card through Method?  If so, how?   Thank you, Meghan

Hi everyone. I've drafted an explanation here to customize a basic "sales teams" workflow that will exist in Method, for your convenience. The first step is to create a field  in our tables for "sales teams". We need to store these teams somewhere, so we're going to create a table to store them. In order to do ...

Fran, Thanks for your repsonse. Our Vendors are Manufacturer Rep Firms who sell our products nationwide. There are more than one sale rep in each firm, currently we have 4 firms. We've entered each Rep Rirm as a Vendor in QB's. Once that done QB's only allows that one name or set of initials to be a ssles rep for that vendor. I CAN ...

Hello and welcome to a Method CRM blog post by your Video Tutorialist, Errol. I don't think tutorialist is a word. Anyway, you haven't heard from me in a while because I've been working on videos. And they are finally done! You have no idea how happy I am that this series is complete. We have nine tutorials on Scheduling and ...

Scott, A Sales Rep has to exist as a Vendor or Employee or Other Name before you can assign it to being a Sales Rep.