Method Community

Matt - you just delete the report (you need to go File > Open in the Report Designer, selected it and then click Delete), and then copy the standard estimate screen from the Method Library you should get the report back (it will see it is missing and then add it for you).  Tip: in Step 3 of the Copy/Import ...

I've set up a Web-to-lead form. I spent a while customizing it and tested it out about a dozen times. I received an error email today after a potential customer tried to fill it out the form. I tried to duplicate the form problem myself, but it worked fine. The error email is as follows: "Subject: Error encountered on ...

Can I download or restore the original Method Report  Estimate (Custom) from the website, library or through my method account? I made the mistake of not copying the original before making changes. Now I have messed it up beyond repair.  

Ian, It seems to work fine for me. Can you try IE? If you go to Control Panel > Regional Settings/Regional and Language Options do you have an Administrative tab, what language is setup there? If you are still having issues send me an email m.melo@methodintegration.com and we will arrange a GoToMeeting so I can connect and see it under ...

I am trying to create a web form that has checkboxes to allow the customer to choose which service(s) they would like to receive an estimate on. To be able to add the checkboxes to the form, I added Yes/No fields to the opportunity table for example: Service1, Service2. In step 3 of the web form wizard I added Service1, Service2 so that they ...

 My phones are all IP based unfortunately. I'll be looking forward to when it works. :)

Hi Greg, If you use one of their APA (Analog Phone Adapters) so you can plug in a standard phone, then it should work. All you would need to do is run a phone line from the APA to your computer's modem. If you just use their softphone, it will not currently work because it doesn't use MS TAPI.  Their website says it has the ...

Great idea, I thought about this a while back and wished it was in existence. :) I use RingCentral, which is an IP phone service. Would it work with this? Thanks, Greg

Hello SpaScpes, If you have CallerID from your phone company and a Caller ID capable modem, you may want to try YouRang. YouRang is a Method application that uses the Caller ID information from an incoming call to see if the number matches an existing customer and if so, opens Method to their account. YouRang is currently in Beta, so it is free ...