Method Community

pdirect- Thanks for the suggestion, i'm glad to hear that you were able to get up and running with the new CRM.

On the new lead screen it uses the language "Customer is Active".  This is confusing to users as it should read "Lead is Active".   

Our company will be using portals for our employees to log their time throughout the week.  Some employees will just log time in, while some will use an approval process, and some will have admin access.  So we're going to use a few different portals for this and have links to those on our website.  I have a couple questions ...

Ok, I missed sub step 10 under main step 2 which says, "Under Step 4 of 10, they should only need access to the CRM and the QuickBooks tab groups, with the default being CRM."  This should be put in BOLD as it's a big change.  It wasn't made clear enough that the old roles are going away and there is only going ...

I've gone through step 1 and 2 of the upgrade process outlined on the following page but nothing changes.  Do I need to delete the old before it will show the new?  If so, this isn't very clear when it says to wait a week to complete step 3 (although there is no explanation as to why to ...

Haiden- Which error are you clicking ok on? Are you able to moved forwar at this point even though you are getting an error? Which error is still coming up? -Michael

Hi Debbie, Do you know if your browser has any pop-up blockers that could be part of the issue? What browser are you using? Does it work in a different browser? -Michael

[quote user="Tim B."] Danny - Thanks for the info. on the CRM upgrade.  Considering that we're in the process of moving our previous CRM data to Method, would this be the best time to upgrade? [/quote] Tim, I would move over ASAP.  The data structure for the new CRM is the same but we've added additional fields to ...

Danny - Thanks for the info. on the CRM upgrade.  Considering that we're in the process of moving our previous CRM data to Method, would this be the best time to upgrade?

After creating and saving a customer invoice, we may need to print a copy without access to QuickBooks.  When clicking on the Print Preview button in Method, we either get (1) a blank screen that pops up and quickly disappears or (2) an error message of: “404 - File or directory not found. The ...