Method Community

Maia, I don't believe you can change when a reminder email is sent.  The default is 15 minutes before the activity is due (according to the Due On date and time).  How are your appointments created?  What is the Due On time for these appointments?  You may be able to set this to an hour by setting the Due On time to ...

Everytime an employee is scheduled for an all-day appointment, they get an e-mail reminder at midnight. This isn't very useful as a reminder and its waking people up sometimes because their phone buzzes. How do I set it up so they get the alert 1 hour before they start work that day instead? Or is that possible? Thanks!

Adam, It is a Decimal field.

Bart, What field type is the field that is rounding (money, text, integer)? - Adam

Mike, This has been fixed on the January version of Method. - Adam

Adam, It is a custom table that includes multiple fields that have the same setup (decimal, 2 places) but this particular field rounds to an even number.  I changed over to the January version and it still is doing the same thing.

Hi Jonsturm34, When an existing Method contact enters information through your web form, another lead will be created for them even if they enter the information exactly as it exists in Method, however, the name of this second lead will by suffixed by the next chronological number. For example if I already have Joe Smith as a lead in Method and ...

Thank you so much for all the work on this! Everything is displaying fine now and the link is usable in Outllook/Yahoo/Gmail. -Neil

Adam, thanks, they look ideal.

I got the gateway setup and everything is working great. Is there a way in method through the portal to allow a customer to make a partial payment. For us, this is necessary because we sell home generator systems and require payment at the time of ordering for the unit and the remaining balance due upon completion of installation. Currently, the ...