Method Community

Alright so you're using the Field Service app, that's a good start. I can help you figure out how to invoice your customers but need more info from you first. How do you currently determine who's billed at the first of the month and who's billed at the end of the month? Do you need the process to be fully automated, if so it ...

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Yeh I also tested it with a few and it worked. But seemed like when we had a large group tagged alot got skipped. I know it happened as I exported the contacts and had a few with the new tag and then a few thousand with the old one. Quite strange. The ones with old ones, once you looked at that contact and moved mouse up to tags the old tag ...

Hi Chris,  I tested the checkbox default value on a mobile screen and it seems to be working fine. Is it possible you have an action in the OnScreenLoad action set that is triggering this? To get to this action set hit the Advanced button in the top left corner of the screen designer and skip to step 2. Also, you can try the ...

It will just be a lot of work.  I have over 700 customers entered in Method.  So, going back to create a separate billing service for each would be very time consuming.  Also, I have some customers on end of month billing.  I have been pushing off on using method because of this. I am set up for utilizing the field ...

Forgot to mention that I also need the names of the web-to-lead forms. - Ashur

Hey Ben B, From this image I can't tell whether or not the appropriate fields are included in your web-to-lead form. I'm assuming this is a custom web-to-lead form correct? Can you please enable the MethodSupport user then email me your Company Account name (not username). To enable MethodSupport go to Customize > Users > scroll ...

Hey Andy, When a copy and paste takes place some amount of formatting will be carried over, and Method will try to translate that into HTML. The best practice is to click on on the  button to do a Plain Text paste. Alternatively, on a Mac you can paste and match formatting by using the keyboard shortcut ...

Thanks for the suggestion Matt! Julie, Is this a good solution for your organization? If not, please elaborate on your current process. Are you utilizing the Field Service Operations or Scheduling & Invoicing app by any chance? - Ashur

Hi Robyn, In order to rebuild the Convert to Customer button, you'll need to edit it and look at the actions that are triggered when that button is clicked. You can edit the CRM_EditLead(2) screen (or make another copy of your original screen without replacing any tab links) in order to view the actions for that button since it doesn't ...