Method Community

Hey Greg, In order to be able to do this, you need to create a Generate Report action immediately followed by a Send Email action to send the PDF on a button on a copy of the original estimate screen.  You can reverse engineer how Work Orders are emailed in Method Field Services to see how that happens. Try that and let me know if you ...

Hi Mahlon, Have you performed all the usual troubleshooting steps? - Sign out and back in - Clear cookies and cached files - Try in a private browsing window / incognito mode - Try a different browser If you activate the MethodSupport user and email me the company account name, I can try replicating the error on my end and investigating ...

Hi Justin, Sorry if the information was not compelete enough. But here is the answer, 1. Our Reps receive the order manually from client, then input client's credential as leads. Inside the leads there is a button to give notification to finance so they could verify and confirm the customer creation plus create an invoice to be printed ...

Hi, Can someone please explain the basics around sending an invoice via API which contains the portal link for payment? We would like to use Method portals as our payment processing interface but are trying to get a clearer understanding of how to tackle this in the most logical way. Our vision: When a customer clicks a check-out button, we ...

How do I have my users reset their passwords? I set up their Method passwords when we started using the system a couple years back but they've used our Google Apps sign in method from day one for the obvious reason of not having to remember two usernames/passwords so they don't have to remember multiple logins. Now, with the problems ...

Hi InstaDRY, You could add a text field to your Users table to store the link, then add that as a Linked Field to your Activity table, linking it through the AssignedTo dropdown. This will ensure that any AssignedTo's WebLink will be available in your Activity table (which is where work orders are ...

I am still in my trial phase of Method CRM so I have the Pro version, but my company is leaning towards going with the more basic Method CRM. I am having a hard time understanding the difference when it comes to customization. I understand that in the basic version, I can't create NEW tables and drop-down lists. However, there are a ...

Marwan, Your instructions were very explicit and descriptive. However, after successfully customizing the tabesl/fields and the customer/lead screen, the tags are still not able to be imported with the integration tool. I am going to send you screenshots directly to your email address that shows that I followed your steps correctly and how they ...

 You do not have permissions to view this application   Please contact your account administrator Grif or MethodSupport to gain access. Account administrator can give access by going to the right-menu > Subscriptions area. I got this error trying to edit an email template even though I am the ...

Hello Dave,     Has your email template changed?  When you are in your estimates screen, click More actions... and choose Customize Print Templates... .  In the popup you will see a list of transactions with their associated print template.  For estimate, has it been changed to another report?  The default ...