Method Community

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 ...

Maia, This can be done, but might take more customization than you might think.  The ActivityInvoiceType table (the table that holds the invoice types) has no screen attached to it.  So in order to add the status "Awaiting payment", you will first have to create a screen based off of that table.  You will then ...

BartH, Can you tell me what tables and field you are using?  Is it an existing table and field or a custom one?  Which version are you using, the December or January version?  If you were using the December version, try using the January version and see if the issue persists. - Adam

Also, Is it possible to use 2 different Web Forms at the same time?   And if so is it possible for one of them to Automatically reply to the inquirer with a portal username and password to log in and fill out some information? Thanks, Jon

I have setup a screen where we can enter our sales data.  After we enter all our info into the form we hit the save button.  If we refresh the grid and select the record we just entered one field gets rounded and I cannot get it to stay as what we entered.  For Example we enter our cost as 1.61 it rounds to 2.00 when we recall ...

What happens if someone fills out the Web Form that is already in my CRM?  Will it create a new one and then I have a duplicate or would it recognize the name and log an activity under that contact/Lead?   Is it possible to to have the web form automatically create a new lead/activity to follow up on and send me an email notification ...

Hi, I'm trying to have the status change on a work order after someone from the work order has clicked the create invoice button, created the invoice, and saved....then that work order, canges it's status from "to be invoiced" to "awaiting payment". I'm trying to figure out if I need to make this something that ...