Method Community

Hi David,  I'm glad you're enjoying Method!  The Gmail Gadget will appear in your Gmail account when you open an email. It will look at the incoming email address and find the associated customer or job in Method. If the customer or job you are looking for has a different email address in Method then on the ...

Does Method allow either RMS soap or ADL OODC connections and if so which one?

I imported the screen to new company and job number which is basic math last record ID +1 is repeating. It should never repeat. Please advise

I imported my customized screens from another account but my customer list is showing certain feilds as links instead of the actual info. For example Job Number, Job Status, Job Percent are not showing the # or the status it is just showing the actual name of the field appearing to be a link but nothing happens if I click on it, The job # and the ...

Marc,  I also recommend this article from our Help Center that explains how to use the Listbuilder. Steps 5 and 6 may be useful.  Best,  Jason

A user emailed support asking why his Listbuilder was not sending out emails.  Marc, In Step 4:Send an email(optional) of the Listbuilder, you must have the checkbox labelled Send email using template? checked. Otherwise, an email will not be sent. See the screenshot below.  Additionally, in Step 5:Process your list, ...

Hi I'm on the cusp of implementing Method into my business and have started the trial period. A major dilema is whether to switch from Outlook to Gmail. If i get an email from a client for whom we have several job sites set up, does the gadget associate that email address with all the possible job sites and give me an option to select the ...

Thanks that did it.

We received the following question from Holley: [quote]Is there a way to export templates that we have customized from Quickbooks, like estimate or invoice into Method so we can use them as the default when emailing a contact?[/quote] Hi Holley, Custom QuickBooks templates don't sync over to Method, however, using our Report Designer you ...

Anyone have any PHP code for integrating with the Method CRM that would be willing to share?