Method Community

Andrew, Glad to hear you got it working! Let me know if you have any more trouble, I would be happy to help!  Jason

Ben, If you've completed a full sync since installing the beta engine, you should see the new fields and tables.  Could you enable MethodSupport and email me the company account?  I can take a look and try to find them. - Adam

Hi mpruet, I'm going try and recreate this in my account.  Also, could you enable MethodSupport for the account, and send me an email with your company account, and expense this is happening on so I can take a look. Thanks, - Adam

Hey Ben B, From this image I can't tell whether or not the appropriate fields are included in your web-to-lead form. I'm assuming this is a custom web-to-lead form correct? Can you please enable the MethodSupport user then email me your Company Account name (not username). To enable MethodSupport go to Customize > Users > scroll ...

How do you create a create new case form that can be published on the web?  I need to enable any person to submit a case to the system using our website.  Also, do you have an email to case capture feature (i.e. when an email is sent to a particular email address, it creates a case using the information)?

Katie, Can you please email method@methodintegration.com with your company name and refernece this forum post?  I'll take a look at this for you.  I just tested this in my account and it seemed to be working fine.

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Thanks for the clarification Ted!

An email came in from a user: How do I change the currency symbol for one field on the Estimate print preview?  This must be done in the Method Report Designer. Open the Estimate report and click on the small white arrow on the correct field. Click the three dots button next to Format String. The ...

Right now my company has a paper schedule (created weekly, often changed due to various logistic issues, customer/employee availability, weather, etc) with penciled in employee names, customer names, and a very brief description of work. Obviously I'm trying to find the best way to replace this paper schedule with Method's Field Services ...