Method Community

Aloha Everyone, I appologize in advance for posting this question, but I am new to method and to the forums. We have developed a very custimzed application for use in our student enrichment center using MethodCRM which is mostly modified existing CRM screens where much of the CRm cabpabilities have been removed to simplify the use for the office ...

Hi John M, We're a small landscape company, we turn out great work.   We want to increase our size, efficiency and profitability.  You seem to have some mastery of using Method in our business.  Is what you've developed something another company could adopt & use?  Thanks! Will ...

Thank you for your response.  However, unless Method can do conditional web forms which only display certain fields according to certain answers (which it may do - I haven't looked into it yet), and allow for these private forms to be accessible by our clients via secure login with the option to save their place and finish the form ...

Hi Meghan This is currently possible using a proxy web service but that's not trival to setup. However, this functionality is largely built into Method as a Web-to-lead form. Using a web-to-lead form eliminates the need for formsite. HTH

Anyone know if it's possible to integrate formsite results with Method using this: http://www.formsite.com/documentation/integrations/server-post.html Probably a long shot... but Formsite is very powerful and it would be huge to have it integrate with Method. Thank you! Meghan

I just had the same problem, turns out it was a permission thing... The particular screen I was linking to had the permissions for everyone except the user I was logged in as. So this error message is very misleading. Hope it helps someone else out

Hi Dane, I have attached a link here to our Help Center Article on Payment Gateways.  Take a look at the last bullet point on this page, it mentions that currently Method is only able process echeck payments through ElectraCash.  I am sorry for any inconvenience this may cause you, I actually found a ticket we currently have in ...

So, that's *slightly* helpful, thank you. Really, a little documentation would go a long way here; or are you determined to be one of the most diffcult APIs to integrate with on the market? Here's where I'm stuck now: inserting new contacts for existing customers. Here's my workflow: IF Contact does not exists in ...

When i link my intuit payment serivces to my contact portal even whe i set the default payment to echeck i log into my test customer and i can only enter credit card info.

Any progress on this?