Method Community

You were correct.  I have not added any opportunities as of yet.    I added an opportunity and it worked correctly as you suggested.  Thanks!

Hi Brandon, Also, just to address your first question, the way Method handles "customer name" and "company name" is identical to the way it is handled in Quickbooks. A customer name can essentially be anything you like, either an actual name (First name, Last name) or a company name, either is acceptable. If you try to enter ...

This might be better served as a bug report. When generating PDF's for estimates, PO's, invoices, the data fields such as item price, telephone number, etc. appear with white text when viewed in Google Docs preview and Apple's PDF viewer. While it may be the PDF viewer that is at fault, it would be nice to know that my ...

Brandon - I'm a certified Method consultant and Solution Provider and provide an extensive amount of method support and customization services for clients.  Let me know if I can help in any way in the future.  To answer your questions; a. I was able to replicate this on the standard Method screen.  The Method engineers will ...

Hello Michael, I believe I know the reason why you are receiving this error, but to make sure, can you tell me if you ever added opportunities in Method up to now? If not, this might be a reason why you are receiving this error. As a temporary workaround, before we fix this bug this is what you can do: Go to main method website Click Sales ...

 Hi, I'm posting this on behalf of Brandon Smith.  Thanks. ***************************************************************************  - How does customer name differ from company name when we don’t use people’s names as customers? -          I noticed a few ...

I receive this error message when creating a Web Form.   Opportunity_Step4 is set to be a required field, but it doesn't have a single available option. Please make a non required field or delete in from the grid. Opportunity_Step5 is set to be a required field, but it doesn't have a single available option. Please make a ...

Hi jtecdistributioninc, Thanks for your post. In order to figure out what we can do to help, we need to know what screen, tab, and tab link you are attempting to access. What may be helpful if you are working on a custom screen or a copy of an original screen, (not one of the default screens provided with Method) is to ...

This is fixed, thanks. This thread can be deleted as there isn't anything helpful for someone else, importing a large amount of records is just a bit tricky.

Hi Danny, I tried your suggestion and it worked for using an email template in List Builder.  Would you please add that to the explanation for "What are merge fields" under "Add/Edit Email Template" or in List Builder itself?  The Add/Edit Email Template page is where webinar #10 on List Builder tells us to change ...