Method Community

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 ...

Hello Gregg,    This is a great questionsand I'm hoping we do get some ideas from the community.  I want to make sure I have the correct idea.  The idea is to send an meeting activity to an employee. The employee can click on a link to accept the meeting. Unfortunately, I've not seen this available in Method ...

Hello All, We are a service business with several crews on the road each day. Part of our work flow is to send a customer satisfaction survey to our customers via email at the end of each service call. We are currently doing this manually using sogosurvey but ideally, I would like to automate this task when a work order is marked as ...

We are trying to integrate Gravity Forms on Wordpress with your platform.  The only way we can do a custom action is to use cURL in order to submit the data to the form action that is given to us when we create the web form in our method account. I can't figure out what I am missing.  I am sending every input that is called for in ...