Method Community

Hi Josh, I am really sorry Josh, I seem to have overlooked your last post here.  Can you confirm if this Method User you created is Active?  You can do this by going to Customize-Users, and "edit" the Method User in question.  At the bottom left of Edit User pop-up screen, you should see a checkbox ...

Hello all, I'm having a little bit of trouble when using the PayPal payment gateway. I am a UK Method CRM user and I appear to have set up the payment gateway correctly with the API credentials from PayPal. But when I make a payment through Method CRM it appears in my PayPal account in US Dollers rather than GB ...

Hi Adrian, With the stock CRM system you cannot duplicate an estimate or quote. However, this is something that can be done through customization. What you would do is use the Insert Record Into Table action to insert a new Estimate, and use the values on the Estimate screen to input into the new Estimate record. The actions for this ...

Hi James, Is this through our stock Covert to Customer button? Something to try would be to go to Customize > Tables/Fields, and click Edit Fields on the Entity table. Then simply click Finish Editing Fields. This will regenerate the table your customers and leads are stored in. You can also send me an email with your Company Account name, ...

Any more ideas on this? Still cannot get other users to appear via the dropdown. Thanks!

Hello,    Portal users are set up to see one tab.  In this tab group, you can define what a dealer views and accesses.  You can make a custom screen to display documents or have a stock view with the documents grid on it, like the customer screen.  Portal users will have the permissions to upload documents. - Greg

That's great to hear Issam! - Adam

Is it possible to duplicate a quote like you can an oppurtunity?

Greg, I just want to check what I am trying to do it is possible , we want dealers to have access to dcuments via the portal.

Hi Adam, I was able to solve this issue using hyperlinks. Thank you so much for your help! I appreciate it ;)