Method Community

Thank you for emailing your info to us.  Looks like the User Name was changed while you were adding all those new users.  Please see your email for the solution.  Paul 

We received this email from a user -  What field do I have to add to the web-form to take the user right to the opportunity like in your standard forms. I'd like them not to have to navigate to the opportunity through multiple steps. Dan,  Unfortunately, I don't believe this can be done in a web form ...

So i got the payment gateway setup sucessfully, but do you have to get a new connection ticket for every card type? example i use intuit to process visa, master, amex and discover but its like you can only tell it to do one? also i can't get it to show any type of dropdown to pay an "estimate" Second part of this question is I had ...

Greetings, When i send a estimates or invoice or payments, the customer gets a email then presses on the mini url link and they are taken to a screen where they enter their email address.  From there they can see their invoices, payments, estimates, and cases.   When I send a case to the customer, the customer gets a different screen. ...

I am trying to get up to speed quickly on this and got stuck. First I am finding 'fill list with' extremely slow.  I am asking for 'is active" - "lead statusonly".  I have been calling it then working on other stuff until it populates.  Is there something I can do to speed it up?  also can I stop a ...

Hi if I use the activity and send and email to a customer it gets sent not problem so I know my mail connections are working fine. Howerver I am trying to use the list builder to send an outstanding invoice reminder, I populate listbuilder with the invoices, then I go to process the list and it asks me am I sure I want to send an email to ...

Hi Chad, yes, this is a custom screen. Most of mine are. Normally I email these issues to Michael and he is able to fix them pretty quick but he is out this week. Thanks Bryan

How do I make the email body bigger in any screen, so I dont have to scroll down so much?

The following updates are now live for users of Method Fixes Opportunities - Fixed an issue where the Reorder Rejection Email preference was not being respected. (PL-49945) Estimates - Fixed an issue where the Master Admin would be assigned the sales reps completed activity. (PL-49924) Web to lead - Fixed an issue with undesired scroll on ...

The following updates are now live for users of Method New Features / Updates Email Settings - Failure reason will now display when attempting to authenticate a domain. (PL-45308) Fixes Estimates - Added logic when a deposit is paid to sync the transaction. (PL-47277) Activites - Fixed the Save & New experience to set focus on the ...