Method Community

Hey JWS, That is some odd behaviour you're experiencing. I'll need some more information to troubleshoot your issue: Can you tell me specifically what field you are using to store the names of the employees who have worked on the building during production? If this is a custom field, is it being stored in the Sales Order table or is ...

Jason, We do residential remodeling. Clients use us for additional projects in the future, but the frequency is often years between. In other words, they would not be login into the portal but just the once, or twice if we did the job. Then, by the time they were ready for more work, they pretty much would be starting over again. Admittedly ...

Hi Steve, It is possible to customize your Web-to-Lead form to allow for something like this, however you may run into problems when multiple appointments are scheduled at this same time. The best solution right now would probably be to redirect your new leads from the Web-to-Lead form to the Contacts Portal. Once they are entered ...

Hi All!  First time user (only 2 days into Method CRM!).  I have synced Method with QBO and I have many many customers who are old and can be deleted.  I found a solution in the Knowledgebase and found instructions on how to Delete a Record from Table but I cannot find any reference to an "Action Drop Down List" anywhere ...

I have a better example I just created. Enter the following into the customer table: (all fields are 6 1's, 6 2's, 6 3's, 6 4's, 6 5's, 6 6's separated with a space) CompanyName = 111111 222222 333333 444444 555555 666666 Contact = 111111 222222 333333 444444 555555 666666 Name = 111111 222222 333333 444444 555555 ...

I created a new entry in the Customer table with the following: Assign Value to ActionResult: resultName = New Company 33 Insert record into Customer table: CompanyName = resultName Contact = resultName Name = resultName When I export the Entity table I see the following entry: CompanyName = New Company 33 Contact = New Company ...

Is it possible to use the build-in function or app script in Google Spreadsheet to pull informatin from Method via the API? For example, in Column A we put in the SKU then in Column B we will use the function or scrpt to obtain the quantity on hand associated with the SKU. Thank you very much. Jason

Interesting thought, but would that require them to be a customer first to have access to the portal?  I want a way for a new customer to schedule an appointment and enter their basic information. Basically I want them to be able to complete the Web-to-Lead and schedule appointment at the same time.

Hi Steve This sounds like a great use case for a method portal.  This video gives some idea of capabilities. http://www.youtube.com/watch?v=qR6jaEJaZfE&feature=youtu.be&hd=1

Hello, New user here. My name is Steve. We've been a long time QuickBooks user and in finding Method can finally work with QB outside of the office. It's great.  My question is, idoes any body knows of an online appointment scheduling system. I would like to have clients make athier own appointments and enter the basic ...