Method Community

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 ...

Hi Michael, I already enable the Method Suppport, and I am using firefox. Ian

I will investigate your issue and will respond as soon as possible. Thank you Victor

 I followed the instructions to set up my email with Method, and I received a test email. Unfortunately, I still see the donotreply@methodintegration.com in my Web Forms as a greyed out box. I double checked my settings, logged out and back in, and it still won't let me change the default address. Any suggestions?

Hey there! If you are currently using Mozilla Firefox, there is a nifty tutorial here: http://support.mozilla.com/en-US/kb/Creating%20a%20desktop%20shortcut%20to%20a%20web%20page on how to create a desktop shortcut for a webpage.  Also, there is one for internet explorer located here: http://support.microsoft.com/kb/168124 You have a ...

Is there any way I can create a desktop shortcut that will automatically log me into Method and load the Opportunity screen? When a customer calls, I don't always have Method open. It would be nice to quickly load to the page I want, rather than have to perform several steps while the customer is on the phone. If a desktop shortcut ...