Method Community

How is an opportunity marked as closed?  I currently have users marking opportunities as "won", but that doesn't close the opportunity or show it as a conversion on the sales charts. 

Hi intbt, When a customer first registers for an account their password is sent to their email which helps prevent unauthorized access since they would be the only ones with access to their email account. If they don't have an email address they would not be able to get a password to begin with. If you customize the Contacts screen you can ...

Good Afternoon. For some odd reasong all of my work orders, route lists, invoices and estimats are all going to my email account and not to the customers accounts.  They were all working great a week ago, are there issues on your end? Thanks, John M

On the Field Service Tab >> Estimates Tab Link the "Save & Email" button is asking to redirect to the "Recent Transactions" Tab Link. However, it can't be located and I don't see it in my screens list. Did the Recent Transactions tab link get removed? How do I restore it?

Good Morning, I just wanted to make sure that if I delete a invoice in method and that same invoice is in Quickbooks, is there anything else i should do in quickbooks? Thanks, John M

Ok i got it fixed. I created a invoice in Quickbooks with a new invoice number of 3907 and saved the invoice. Preformed a full sync and presto i created a invoice in method and method gave me a new number of 3908. I am thinking i need to keep quickbooks open when i do this?  Thanks, John M

Good Morning, When I did my first full sync with quickbooks, method brought in the invoice and the last invoice number was 3907.  Now when i start creating invoices from my custom invoice screen, method is starting with number 43. When i created the new screen i just copied your default field-invoice screen in Field services and added a ...

We would like to have the customer use an account number to retrieve a password instead of an email address. (Not all of our existing customers have emails on file.) How can I modify the script generated by Method Integration to offer the option (account number/email address) when a customer clicks on Register?

Brett, The changes made to a screen or table are actually saved as the changes are made. When you click Save & Close on editing a screen click Cancel to the prompt when it asks you to publish the screen which should shave some time off of it. For tables when you click Finished Editing Fields it essentially recreates the table, this is done to ...

Hi Ken, With red I've highlighted the "onsubmit" you need to have in order for validation to happen. With yellow, I've highlighted the script where you will need to insert the email validity script. Hope it helps. Victor <!-- INSERT THE FOLLOWING IN BETWEEN THE ‘BODY’ TAGS IN YOUR HTML PAGE --> <META ...