Method Community

I recently received an email from John, a soon-to-be Method beta tester, asking me what kind of contact manager we use to run our company.  I get this question quite a bit.  So, now that we are finally moving into beta, its time to get this forum moving, so I'll answer this here for everyone to see. We use our own web-based system ...

Hello Alexhuang, Thanks for reaching out. We encountered an issue with one of our deployments that we did this morning. The issue has since been fixed and you should be able to generate reports. Please try now. Email support@method.me with the Account Names if the issue still persists.

Hi Debbullocksmith, Are you sure they are duplicate customers or are they duplicate contacts? Do they both have the 'Contact' value in the first column as below? Do they have the same recordID?  If so, feel free to email me the account name and I can have a look for you.  - Adam

Hi Steven, Are you using a standard screen or a customized screen? If you are using a customized screen can you test your standard screen. Does this happen for all work orders or only some work orders? Can you post or email me a screenshot of what your recurring dates tab looks like. -Michael

Hi rcm, You can enable Email Reminders for Activities by going to Customize > Tables / Fields and clicking Edit Table... for the Activity table in the list. Once on the Edit table pop-up screen, check the box next to Email me reminds for records in this table before they are due, then click Save & ...

Hi Jonathan, 1. This really depends on how you want the "notification" to exist. If you just want to send an email to finance@yourdomain.net, then you could use the Send Email action to send an email to that address notifying of a new lead with an order. You could also create a user (one that can't sign in, since you don't ...

StickerBrad, Since you are inserting already paid items, You'll want to look at using Sales Receipts rather than Sales Orders.  You'll first create the Sales Receipt header (Table = SalesReceipts), and then insert the items purchased as Sales Receipt Lines (Table = SalesReceiptLines)  The total from the Sales Receipt Lines ...

Hello Meghan,      If there is an issue with the web form, the system will send you an email.  The email will have information on what went wrong and have info from the form.  There wouldn't be a situation where Method would be down and the information is lost.  The information is not stored somewhere ...

Hi Kori, You don't necessarily have to be an administrator to customize.  However, your user does need access to the Customize tab, the Screens tablink and the table and screen that you wish to customize.  If you don't have these permissions the admin will have to set this for you. or perform the ...

Could you give me the exact name of the email field you are using?  From which stock screen are you copying the custom screen off of? The work order screen is based off of the activity table and not the customer table.  The activity table has a field called “contact email”.  This is different from the customer email. ...