Method Community

Hello Heather, Yes, it makes sense. Unfortunately, from the stock screen provided, there is no way to select another team if one person is the lead of more than one team. However, this can be customized. One could create a copy of the AddEditWorkOrder screen and in the "Time In/Time Out" section you could add a drop down ...

Hi angie, You can do this by going to the Campaigns tab > List Builder  Here you can for Step 1 : select Fill your list with Contacts In the screen presented make sure to check the Opt-out of marketing and all other relevant options that apply and click on Insert Contacts.  Once you have a populated ...

I'd like to export everyone that has a check box in "Opt Out Of Marketing" What table do I find that so I can export to excel?

Why are the the received payments added to the invoices to the bottom line total and not credited?

Hi Jonsturm34, This would depend on if the e-mail template that you are using is your own created from scratch or based on one of our stock templates. If the e-mail template is from one of our stock templates then you can use the Merge Fields feature to pull in your signature easily by using Users.EmailSignature. If your e-mail template is ...

Thanks Mary! I would also add that there are some stock email templates that include a link to the portal for the customer to use to sign in. An example is the CRM_CaseUpdateForCustomer template.  If you are creating or editing an email template you can add the link by using a merged field. ...

Thank you for your response! I see now what I was doing wrong. As a follow up question, can a team leader be assigned to multiple teams? For example on Monday Rosy and Lou are scheduled to clean 3 homes together and Debbie and Linda are scheduled to clean 2 together. Both teams have Alaina as their team leader (User). I would like to be able to ...

Hello ElginMaid! I'm assuming you're using the Field Service Operations. In order to get the default teams set up you have to do things in a particular order. You probably did this but make sure that you "Edit Team Member Defaults"    - You can find this in Time In/ Time out tab when you edit a ...

Is it best for me to just call in? 

Hi Marcelo- You can find the web address for your portal by going to the Customize tab in Method and selecting the Portals tablink.  There will be a link on the screen that says "Get sign-in page web address..." To get customers to sign up, you can email them the portal web address, but a better way to handle this is to create a ...