Method Community

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. ...

Hi Matt123, Can you provide a little more clarification on how this process is working for you? So if a Lead purchases the product from an existing customer do you make a percentage of the sale which you would like to track or do you just require the information of which customer sold a product to a lead? - Sam.

Hi Andy, I've let the team know of the accounts. I'll update you here when they're fixed. - Adam

Hi rgatton, I'm just gonna post the results of our offline discussion. The problem is this case is that you have a multitenant account, and you were not passing the tenantid in. Dave

Adam, we are using QuickBooks 2012 and 2013, UK versions. We have a number of managed accounts that would require the update. I will get them across. Thanks.