Method Community

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 ...

 I set up my email signature in Customize Users screen.  But it does not show up in outgoing emails.  I've BCC'd myself on some and the signature does not go. I cannot locate a button in the email writing activity screen to add the signature either.  Is the signature set up only for templates or can I just write a ...

I'm a new user, trying out Method to see if it will be a good fit for my company. I've been watching the webinars and trying out the different things they're talking about. My concern right now is that I can't figure out how to actually USE the teams I have set up. I have 3 set up right now, assigned to different users. How do I ...

I just set up my portal for the first time, tested it it worked fine. How do I go back to the portal login? How do I get customers to sign up?

Thanks Dave.  That did the trick and I did have to play around with the date formatting. Much Appreciated!!!

Jon,  I understand your problem now and was able to replicate it on my account. Unfortunately I don't believe there is a way to add contacts straight to the main contact field from the Outlook plugin. A workaround could be to update your leads in Method by re-uploading the file with the field name Contacts included this time. ...