Method Community

For anyone following this, we deteremined that there were duplicate entries in the Entity table.  If you are unable to use the fullname as the dropdown field, check for duplicates in the table field. - Adam

Chris, This is likely because you were trying to use the missing webform.  I sent you an email regarding that and I'll let you know when I hear more. - Adam

OK so i was working now i get this message uppon submit Server Error in '/MethodWebForms' Application. Runtime Error Description: An application error occurred on the server. The current custom error settings for this application prevent the details of the application error from being viewed remotely (for security reasons). ...

Ashur, great advice. I've replicated some of the formulas in the basic Web-To-Lead form and can confirm that my call-back and quote web forms are linking the activity to the contact and working perfectly. I have put together a Word document with the formulas and some screenshots if anyone is interested.

Hi Chris, Could you email me your account name and the web form that's missing?  This will help us look into this issue and see what we can do.  Also, can you tell which browser you were working in? Thanks, Adam

Hello and welcome to today's blog post.  My name is Adam (the guy in the green shirt).  As you can see, we here at Method like our donuts.  Phuong was kind enough to bring some in the other day.  Let's just say, they were delicious! Ben, Phuong, Me and Jason having donuts! Why did I bring this up?  Well, did ...

Hi Kyle,  The bad news is we don't currently integrate directly with Gravity Forms. You would have to import your leads and quote requests generated from your Gravity Form into Method manually. The good news is we have our own Web-to-lead form that does drop your leads and quote requests directly into Method. The ...

Great news! I'll take out my actions that were doing this automatically for opportunities and not have to worry about manually setting the activities anymore. thanks for the help!

Hi Nick, A permanent fix was implemented. You shouldn't have this problem again. Thanks for your patience!  Jason

Hi Suzanne, This really isn't possible. Once you were to sync another QuickBooks file, you would lose much of the data that is already in Method.  Since the QuickBooks listID's would be different, most of the records would be lost, as Method would not be able to sync them to the current QuickBooks file.  This would cause ...