Method Community

Hi! I could use some advice on a process, please. Our company has students who are either adults or children.  When we create a lead, we want it to be the adult who will pay for the service.  But if the adult also has a child who is a student, we need to make sure the child has the necessary information as well. If the student is an ...

Getting the following error messages via email when a lead submits using the Web-To-Lead form. Looks like everyone has the right permissions so not sure what's going on here: Your client had encountered an error with web form Web-To-Lead. This may be due to incorrect setup of the web form. The error encountered was: Failure. The User account ...

I am trying to import about 1,300 leads from a CSV file.  I'm on 'step 3: Validation,' after I clicked import. The progress bar just sits there and does nothing. It says, "your data has passed validation. Click Begin Import to continue". (I already clicked import though)t.  I clicked ...

Hi bsouthwell, We don't currently have any feature similar to memorized transactions in Method. It would be possible however to have Method create new transactions based on a previous transaction or a template.  This would need to be done through Method actions and would require user input to either click a button to execute those ...

Hi Meghan, At this point, if this still isn't working for you, I would advise you to call into the Method Support Line so we can troubleshoot this further, you can reach us at 1-888-925-6238x2.  You could also send me a private email on here or the email in my signature, include your Company Account name and contact ...

Is there a way to run recurring transactions (such as sales receipts, etc) within Method, instead of Quickbooks online??

Still having problems.  Cannot view the extra items on my previously mentioned purchase order and a new PO in both Chrome and Firefox... so it isnt a browser issue.   Any other ideas?

If you’re a small business owner, you are most likely involved in almost all aspects of your business, which can often result in an overloaded email inbox. In fact, for many business owners, the inbox has gone from being an effective means of communication to a huge source of day-to-day anxiety. If you get into the office and your ...

Hello SalesMan,      There are techniques that you can try that I found in another forum post here.  In summary, the idea is to create a contact for the company that holds the emails of all the contacts that receive the estimate.  For the email field you have each email address separated by a ';' mark. ...

Hello,  I'd like to email estimates within methodto other contacts and not just the main contact. ive got many companies with quite a few differnt contacts we work with.  Can this accomplished?