Method Community

Thanks Mark and Jonathan. I am up and running with both GoCanvas and Method CRM now.  I want to do the following: Method CRM - Lead information (Name, Address, City, State, Zip, Phone, Email) is sent to GoCanvas in the form of a Dispatch to salesperson. Salesperson enters info in GoCanvas forms. Submits data. Data is then sent to ...

Hi Abbie, Please go to Customize > Users and ensure that the box under Active is checked for the MethodSupport user at the bottom of the screen. Once you've done that, send me an email by clicking the Contact button in the top-right corner of this post and let me know ...

Hi Nick, Sorry I was not able to get this resolved on Friday. I have logged into your account and had a look at your table and screen. It appears that the issue was that the Invoice Lines grid was not refreshing when you selected a new Event. I created a copy of your screen and added "Refresh All Grids" into the OnClick event of ...

Actually, I don't think that will work. I don't sync Estimates to Quickbooks until we get a "Go Ahead" from the lead/customer. But I need them to see the Estimate in the meantime when I email it to them.  So if I used the "Wait for Sync Approval" as a way to designate whether it is a Draft Estimate, it would ...

Adam, Thankyou for the assistance.  The table regeneration seems to have worked for several of the problem leads, except one.  But to answer your question as to what was going on and where, through the stock "convert to customer" button, we did not receive the error.  However, the leads were not actually converted ...

Hey Jason, That's what I had assumed, but does not always seem to be the case. For example, I have an action set that loops through the invoice table. Pulls a few values by associating RecordID with the action result for the RecordID of the current row for table updates. Various character functions are in place to convert the ...

Hi Andy, My apologies, but you actually can do this and quite easily. The attachment will go to either Method or SmartVault depending on which is your User's default setting.  Simply add a new Activity for an email from within the Gmail Gadget and close to the bottom you will see an option for attachment. Look at my ...

Hi Dave, I am using the MethodAPSelectXML_V2. The HttpUtility.HtmlDecode does shorten it up a bit, but not enough in all cases. One example I just tried was 9099 characters before decoding and 8739 after decoding. I customized the FieldService Work Order screen to display the RecurrenceInfo field and it is over 8000 characters there as well. If ...

[quote user="John M"]Is it possible to use the "call web service" action to have another website get the method data, hold it till the 7 days then send out a email that way?[/quote] John M, Your best bet here might to to utilize the Method API to get this done.  Anything you do in Method would have to be trigger via a ...

Chad, thank you for taking the time to answer each of the points I listed.  First let me clarify since I did not do this and now see that I should have, I would grade Method overall as an "A".  It is a great solution and I hope my intent came across which was really to get feedback to see if anyone has ...