Method Community

This question came in from Darryl via email -  [quote]How do I view web forms that I have created?  Is there a list somewhere in my account?[/quote] Hi Darryl, When creating/editing your web form, Step 9 of 9 will show the final layout of how your form will look. Additionally, you can also navigate to the web address which will ...

Greetings, I have looked into automation to send out invoices without being in method and from my review it could not happen. I am wondering if a follow up could be used some how. Somehow method would have to keep some kind of time control live at all times.  Is it possible to use the "call web service" action to have another ...

Hi emiller, I have an update for your question here. You can generate a list with all of your leads within a function called a List Builder. The best way to do that is go to: Go to Campaigns>List Builder. Click on the Fill List With... section.  In the section where it says to Fill with customers:, make sure that you select Is ...

Hi emiller, If you go to Home>Email Template, you will see the functionality that will allow you to create a new e-mail template. If you click on the What are "merge" fields, and how to I use them? link, you will see instructions on how to create an e-mail template using mail merge type of functionality. I also recommend that you ...

MisterBill I have never seen anything or been though anything what you have proposed today.  I do know if i send a proposal to a new customer...and i dont hear back from them, then i call or visit them.  When a future customer is thinking about your price its the human touch that could  make the whole sale.  I have clients ...

Matt - We're still doing some final testing and tweaking before rolling it all out.  You can get a sneak peak of what has been rolled out so far by viewing the "Contacts_Portal" under Customize > Portal.  There's a problem we just noticed, right now, where the automatic emails it generates are not ...

[quote user="pdirect"] Ok, done.  Also, as a side note, the notification emails for updates to this forum have a REALLY LARGE FONT at the beginning of each email . . . so big I can't even read it.  If I scroll all the way down, I see the post in normal font.  [/quote] Brandon, Update for you - the issue has now ...

[quote user="Method_Danny"] Steven sent in the following reply via email:   Danny,   I have only the Expense Reports and Employees & Vendors roles.  I am logged in as admin. The Expenses tab is missing.   [/quote] Steven, When you check the list of tab groups/roles, are they all not listed as I put in ...

Jillian asked: A few quesitons on Time tracking 1. Can Method develop an Hourly and Minute option for tracking? Converting minutes down might stunt our most proficient bookkeepers :) ? 2. The Tab doesn't put you into the next field (I noticed this in multiple screens) so I have to use the mouse, and that's really frustrating. Am I doing ...

Hi Matt, Well, really the ultimate choice will be up to you as to whether calls should be entered as cases or activities.  But, hopefully I can shed some light on the situation for you to make things clearer.  An Activity is an individual task that someone does, such as recording an email received, or making an outgoing phone ...