Method Community

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 ...

Hey sbradley, I've tested this with rows and it does work, but there are a few things to consider: 1) Ensure you are using "==" and not "=" to compare. i.e. IsNullOrEmpty([Item])==True 2) Also once you are finished editing the formatting rule it must be added to the Formatting Rule Editor List ...

jashley,  One way you can prevent users from editing is to hide the Save buttons. You can place the action Show/Hide Field/Object within a conditional statement to allow the logged in user to only see the Save button if the record is assigned properly. This might be a large project as there are many screens you might need ...

Hey Ben, Any update on this issue?  I havent done much work with changing load actions, so I'm not sure how to fix this on my side.

That will work for just changing it in the MEthod Estimates tab. But once you try to print to a PDF template it is going to sort according to the Line Order number. So is there a way that you can make the Line Order number save when you change it in the grid in the Estimate Tab. Be Default you can change the value but you can't save those ...