Method Community

Does anybody know if the "Lead Rating" can be customized?  Warm, Hot and Cold is very rudamentory.   Also when I create a new lead then select "leads and contacts list" it dosent show the new lead unless I referesh narrow back down to that list....

Hi Marcelo,  I copied the stock report back into your account. It's called FieldService_RouteListV3. Just a tip, if you would like to modify a report, always make a backup copy of the stock report first. This way if you don't like the modifications you made, you can always go back to the stock ...

Hi Jule, I sent you an email in regard to this Support case. Essentially, this won't work when using IE10 on a Windows 7 machine. You'll need to either downgrade to IE9 or use Firefox or Chrome instead. Please respond to the Support case. - Ashur

somehow i deleted the route list template, is there a way to download a new one? or can you guide me how to start a new one ? I want something very simple, customer name, address, job name, est hours.

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Activity Improved  - we’ve now released the latest and greatest changes to the activity screen which were released to QuickBooks Desktop users earlier this year. For more ...

I am a new user and I am trying to customize a screen - I can edit the headers but when I try to drag a drop a new field or move an existing one, it won't let me.  Any suggestions?

Hi dottie,  It might be helpful if you post screenshots of the actions in your 'is this a new job' checkbox object. Have you tried comparing the actions in the account that doesn't work to the actions in the account that does work? Is there a difference?  If you like, I can put you in touch with one of our ...

I created fields on the new customer screen that when is this a new job is checked there is an action that locates the lastrecordID and adds 1 with the basic math and then enters the number in the job number field. This has been working fine on our other 2 accounts but for this new account that I imported the screens it is not working properly. I ...

Hi jdcard, From my understanding, the Outlook.com servers don't support Open Relay messaging, which is how Method sends emails on your behalf. Check out this Help Centre article for more info about Open Relay messaging. You can perform a quick search online, or call Outlook.com support, to confirm whether or not they in fact support it. Hope ...

Mystery solved: the failure notices are not sent using e-mail settings from our account, they are sent from methodintegration.com and are totally independent of any e-mail settings in our account. So, now I am back to trying to get my default e-mail settings to play nice with outlook.office365.com.