Method Community

If I'm not mistaken you're referring to QuickBooks Reports correct? Which includes the following information from all Estimates that exist in QuickBooks: Company Name Products/Services Total Dollar Value If that's the case then I would suggest you look at the QuickBooks Reports Center and looking into ...

Hello mizebls, The only time a notification would be received is when the lead actually enters data into the web form, this notification will be sent to the user that created the web form. The other way, as you mentioned, would be through a Follow Up Activitiy notification. - Ashur

Hi mizebls, Technically you can include the AssignedToField from the Activity table in your web form but this would not be recommended as the lead who's submitting their information would need to select from a list of your Method user names. This is a potential security concern, also the lead may not know what this field means/is used ...

But this way all six applications will have the same job name, and they will have an exact date. Ideally, should be each application with a different name and should be on a waiting list, since we do not know the exact date of the application

Hi Marcelo, You can do this by creating a recurring series of work orders.  When creating the Work Order, you click the recurring checkbox for recurring dates.  This will allow you to create a series of work orders.  You can setup the occurrences based on a number of different options, including weekly, monthly and variable ...

Hi Paulette, Was there any message with Method PUSH when you were syncing?  I've seen this once before, but this was on a server environment.  Can you tell me a bit about the computer Method is being installed on?  Have you checked firewall settings, network settings?  Perhaps there is something in the network or ...

How would you go about scheludeing a six application lawn treatment program?

I reset a new Method account linked to my staging test QBES file to their "live" file yesterday.  No issues with the Full or Changes Only sync but the Method PUSH fails.  I have never run across this and have no idea what to do next.  Has anyone run into this?

Is there away to notify a team member when a new lead has been assigned to them? Other than creating an new activity for follow up?

We have added the web to lead code to our site in order for our web leads to auto populate into method as leads.  Is there anyway to have these new leads auto assigned to a specific team member?