Method Community

Hi joshtodd, We already have this submitted as a suggestion but don't have an ETA for you. Please see the original request here. - Ashur

Hi NOVA Sales, This can be done by clicking the Add Contact link on the Gmail Gadget then searching for an Existing Customer. Simply complete the Contact information in the form below then click Save. Hope this helps! - Ashur

Hi jdcard, We'll need to investigate this. Please enable the MethodSupport user on your account then email me your Company Account name (not user name) and the best number to reach you on. To enable MethodSupport go to Customize > Users > scroll down to the bottom of the screen and ensure there's a checkmark in the Active box for ...

You can find a current customers document by navigating to Customers > Customers and Contacts List > search for the contact and click the Go To... link > scroll down and click on the Documents tab section > click on the document image (not the name) and copy the URL from the new window that opens up. Alternatively, if you know which ...

Hi DaveGutie, You should be able to include more than one email address in the 'To' field on Step 7 of 9. I've just tested it and confirmed it saves and displays correctly when I go back to step 7. I then made a submission on the webform and received the notification at both email addresses. If this is not the behaviour you're ...

Thanks for the update Andy. Very strange case, I'm not sure what causes it. I was able to replicate similar behaviour but it stopped after I regenerated the Purchase Order and Activity tables, in that order. In any case, let us know if it returns to see if we can determine exactly what is triggering it. - Ashur

Everything mentioned can be done through customization, except the automatic handling of the document as attaching a document to a solution requires events to take place (manual button clicks by a user) and going through a wizard. To include a document link in the solution, you can manually access the customer record and copy ...

Hi NathanInTexas, Can you please further elaborate on this question? This isn't something available "out-of-the-box" but you can perform some customization to help do what you're looking for, however, we need more details regarding how you would want it to work. For example, what will be used as the Solution name and body, how ...

Andy, Go to Tables/Fields > click on the PurchaseOrder table > then click Finished Editing Fields. Do the same for the Activity table, then edit your screen and it should show the correct Select Field value. Let me know the outcome. - Ashur

Hi Everyone, The Support Team - Adam, Jason, and Ashur (that’s me) - are here to help you with your questions about using Method CRM.  Call us, email us, tweet us - we love to hear your feedback and find ways to help. When customers bring up tricky topics we like to create Solutions and publish them on our Help Center (I like to refer ...