Method Community

One thing you could do is create users that can't sign in and call them "Training Room" or "Sales Calendar" and assign activities to those users.  You might be limited in that you can only assign one resource, so you wouldn't be able to additionally assign a user that booked that particular resource ...

Hey everyone, Are you guys currently having any issue with your email servers or have you recently made changes? As of saturday, we have not been able to send any emails from Method. We keep getting this error: Email Send Failure Alert The following email failed to send. Mail Server remote.icleanpools.com Response ...

Hi Mike, Can we schedule a phone call and screen sharing session please? Email me times when you will be available, as well as the best number to reach you on, and also please ensure that the MethodSupport user is Active. - Ashur

It would be almost the same as a follow up.  You can store the information you need (the name of the Lead and any associated info) into action results when the checkbox is checked using 'Retrieve Value from Screen' action.  Then on the save button, you can insert a record into the activity table to create the task, ...

Hi theavspecialist, Leads don't sync to QuickBooks so I'm not sure why you're receiving this message. Are you sure this lead hasn't been converted into a Customer? Even so you should be able to edit just the email address without receiving a conditional warning. Try this, go to Customize > Tables/Fields > click on the ...

In QB item list, there is no tax item applied to the group. Also in the item list, each item has a "G" tax code (GST only). However, when I select the group for an invoice in QB, the grouped item name is shown, and then the items are shown with the correct tax code for the customer (in this case, "H"). In Method, the group ...

I have created some yes/no field information such as IsHVACCustomer? This is for importing existing leads from another CRM as well as entering new leads to know what they need. I originally just added a checkbox object, so nothing really saved. Now I have created these fields in Customer. However, I went into a lead that was recently typed in to ...

I have seen some posts on the positives and negatives of Method's calendar system. I see hints of "default calendars" such as Call Center or Professional services, etc. These sound like resource calendars. How do you get them to show on the activity calendar page? I have tried some of the suggestions in general of testing with ...

I already use the second resource for 'Grouping', this way I just see a sub set of my employees - just electricians, managers, office staff, etc.  However, I never want to see Inactive/Ex-Employees, so I need a way to filter these people out. I've tried deleting Ex-employees from the systems but it won't let me do that ...

Yes, but this would be an automated action by checking a different checkbox. Imagine making a yes/no field called, "Likes Broccoli?" When a new lead is created, and they click the box, then it creates a task for a user named Steve to call them within 24 hours of the lead creation, creating a custom title for the outbound phonecall ...