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I think the header is working fine but we are not successfully connecting to Method. We are running the test in a test environment. You can see the page @ http://varzero.webomanager.com/contact-us I added http://varzero.webomanager.com to the list of referring sites in the form customization. On send we get an error: "We couldn't ...

Hi Alec, Just to get some additional details on this, are there any unresolved conflicts for the sales orders or is this message displayed directly in the screen when attempting to save the SO. If there is an unresolved conflict can you post the details of it here or email it to me at m.melo@methodintegration.com, also if you can send me a ...

Hi simplemachines, Welcome to the Method forum! The stock web form validates whether a customer already exists via the Name and Email fields. If it finds a match for both the name and the email, it will create the activities and the opportunity for the existing contact. If however, the name matches, but the email does not, it will create a new ...

Had a web form that's been working fine.  Suddenly it doesn't.  This is the error I get after this web form has worked for the better part of a year.   Issues are starting to slow us down!  Your client had encountered an error with web form Web-To-Lead-Trials. This may be due to incorrect setup of the web form. The ...

Hi Mahlon, Is the user receiving a Reminder email or a Follow-Up Activity email? As far as I can tell, Method New doesn’t send a follow-up activity email at this time. You can disable reminder emails per activity status by navigating to New / Edit Activity Statuses, selecting the status and unchecking the “Cause Reminder?” ...

When we went to single sign-on, one of Cloud Consultancy's primary concerns where that we have multiple people working in our firm for multiple clients. We were told that best practice was to use a common email address for everyone to work in the clients accounts.  So getting logged out becuause someone else logged into another ...

Hi IBC, As per the personal message you sent me, I will do my best to explain how this can be accomplished through customization. The option I am going to present you with will only allow you to attach 1 document. If you would like to attach more, the customization becomes significantly more complicated, as Method allows a maximum of 5 ...

I have a webform on custom website which customer fills and it drops in the CRM as leads. Now, I want to create another custom form which will have few question regarding the qualification. I also want to enable this Qualification Form for certain customers after their initial evaluation. Once customer goes through intitial evaluation, I will send ...

Hi, I am not able to see generated customer information under sales center -> lead tab in method CRM but able to insert customer data into customer table and getting response "success" with lead no and name. But the same code which we are using for another site able to see generated customer information under sales center -> ...

Hi Tami, I’ll do my best to answer each of your questions: 1) The Amount field is actually a calculation of QTY * Rate. If this calculation ends in a whole number, then this is why you are not seeing a decimal value. 2) Your Method New (M:N) account will be completely stock. Any customization that you have done in Method Classic ...