Method Community

Hi Peet, Method will create another lead in Method because the e-mail address doesn't have to be unique. The "Lead Name" and "Contact" field thought has to be unique. I hope that this helps. Ronen    

Hi Peet, I wanted to know if this is still happening in your form. I also wanted to know that if you click on the "Menu" link at the top right hand side of the wizard, you will see a menu displaying all of the steps that are involved within the wizard where you can select a specific step from the wizard and go to that specific ...

Hi Peet,  I just wanted to give you an update for this suggestion that you have provided. We will only provide the HTML but you can have your web developer add a watermak.  Ronen

Hi Peet,  I will bring this suggestion to our internal team, but I am not sure when or if this will be considered for a future release of the web form.  Ronen

Hi Sunny,  [quote user="Sunny"]i assume 2_Firstname is the same as FirstName_Step2 then[/quote] The assumption you made here is correct and the code will be automatically created for you.  [quote user="Sunny"]in the sample of what your customers will see when they use ...

Greetings Method Feb>Estimaes>System wide In both customized and your default screens the estimates numbers are missing in desk top and method mobile.  Maybe the new method push update had something to do with that? Quickbooks does have estimate numbers.  John M    

Hi Everyone, When designing a web-to-lead form, under the "internal notification" section, how do you get that the customer's email is in the "from" field. This usually just make easier when replying :-) Thank you!

Hi Method Team, I have recently been getting an error that shows up when I open and view my "ContactsPortal_Services(Live)" Screen.The error box appears and states: ERROR: It appears the screen is currently out of sync. Please try logging out and back in to Method. If this is a custom screen, you can alternatively republish. If the ...

Hi Dave, I was able to duplicate the issue on my end, and created an internal ticket for this issue. I will update the forum post once I have an update from the team. Ronen  

 HI Ronen, According to the error message, the system would not save the previous set of changes.  So, the inital settings without SSL are still there. Regarding the way the activites were created, they were all done from within the individual Customer screen.  However, I just tried it from the Activities tab in the top navigation ...