Method Community

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 ...

Well that's one less set of data to worry about then  If you're using a custom webform remember to include the required fields to link the Contact correctly (e.g. Entity) and utilize formulas to populate that field correctly. To understand what I'm referring to, your best bet would be to create a basic web form and copy the ...

Fantastic. Previously we were entering the name, phone and email for both the customer and activity table.

Hi there, Come January, we are thinking of starting a new Quick Books file.  This will, of course, prevent us from accessing old customer invoices, etc.  Since we are a landscape contracting firm we frequently have to look back through old invoices to see what we charged for a specific service. Is there a way to maintain customer ...

Andy, Yes the Contact information submitted on the webform will be used to automatically assign the Activity/Opportunity/Case. You don't need to create an additional link anywhere, hope this helps! - Ashur

Ashur, great news, many thanks. Does this mean that now when submitting my form (creating a lead and activity) that the contact details submitted for the customer table are automatically entered into the activity contact details? Or do I need to ensure that the same information is also entered into the activity table to create the ...