Method Community

Hi Romina, I am going to have to look a little deeper as to why certain Estimates and Invoices aren't syncing over, with Currency being the possible issue.  However, I can explain briefly how you can change over the Vendors in Method that you want to be listed as USD Currency.  You can Export the Vendor table, making sure ...

in Estimate, I can choose email notification when saving, then my customer is able to receive the link to look at the PDF estimate,  how could I do the same thing in my sales order?  Thanks.

Hello Method Users, Our development team has been working hard over the last little while to bring PayPal Payment Integration to Method.  We are currently looking for some Beta Testers that would like to try out the PayPal Payment Integration within their Method Accounts.  This beta testing is available to any Method User ...

I am currently trying to add a dropdown field to the Customer Table and I am trying to create the dropdown's sequentially so say the caption is Fabricator, then the next one is captioned Fabricator 2, and so on. The problem is when I reach the third step an error message pops up saying that an error has occurred and that an email has been sent ...

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 Rob, Thanks for your feedback - I'll try to address everything in my reply... First up let me say that Method is the most customizable CRM on the market today.  We provide you with a CRM template and the ability to customize it to fit your needs along with robust QuickBooks support.   [quote user="robjgriffin"]While ...

Blank - FYI, this has been added in the labs.  Look out for the release notes for the "April version" which will have this on the staging site. Paul

Hi Marcelo, Click on the Contact was not found link on the Google Gadget then search for the customers name. You'll be able to select the customer and add this name/email as an additional contact. Hope this helps! - Ashur

Not sure what exactly is going on here, I wasn't able to replicate this on my account. I have three contacts, but only 1 is opted out of billing yet I'm able to login with the 2 other contacts. If you exported your entire Contacts table then I would suggest doing a duplicate search in Excel for the Email column. - Ashur

Hello, I have tested the payment process (PayPal and Credit Card) and both generate errors. For the Credit Card payment, the error is action sequence 28. For the PayPal error, the action sequence is 37. I have entered all information correctly. I have also not edited this form. It is the default "ReceivePayment" page. I have also ...