Method Community

A customer creaded by converting it from a lead is not visible in Quickbooks. The customer is visible in Method, but not in Quickbooks. I'm getting conflict erros that mention this customer, but don't give me any recourse to correct the issue.  Here is one of the identical conflicts: QuickBooks returned an error when ...

Hi there, So I love the ability of customers to be able to view all of their estimates/invoices/payments etc. though the portal screens, however sometimes this can be an overcomplicated process. I am in the service (lawncare/landscaping) industry, and the key to selling to customers is to get them their estimates as quickly as possible. I have ...

My client is having issues with the method outlook plugin. When trying to add SOME emails to method using the plug-in they get the error '<', hexadecimal value 0x3C, is an invalid attribute character. Line , position 70. This does not happen to every email only some emails, with certain contacts in method. We have ...

Getting this error message. Any suggestions?    Your client had encountered an error with web form CustomWebForm. This may be due to incorrect setup of the web form. The error encountered was: The array of insertion fields you have provided contains a field name more than once. Please make sure each MethodAPIInsert call contains ...

We sent a new client a link to log in with his email and pay an invoice.  His payment was processed 4 times. This happened with another customer before I researched the issue with the Intuit Merchant Services & came to find out that there are no actions in place to prevent duplicate charges from processing if the client hits the Process ...

Hi. I have a question that I'm not sure how to ask or categorize so I'm just going to tell you the scenario and ask if we can get to where we want. Currently we have a "Call Report" screen with a Call Report #.  We also have a "Field Service Report" screen with a Field Service #.  This means we have 1 Call ...

 I have added the Portal Password and Portal User Name to a screen.  I published the screen and those fields appeared as I expected they would.  However, when I select customers who I know have registered and have successfully logged in with a user name and password, those fields are empty. We would like to see this ...

Hi Method, Right now, one of the options provided by the plug-in allows me to add an email to an existing case #, or to a new case. If the email has a file attachment, it is currently ignored by Method - if I want to upload the attachment, I'll have to do it separately via Method in my web browser. It would be nice to have a feature in the ...

I set up Method to track a membership (currently 5,000 members) organization. I want to use an email to notifiy all the members with upcoming membership expirations to renew their memberships.  I have customized by Customer table to include the new field and have created an email template for renewal reminders. Is there a ...

I have on my website http://www.quick-training.com/contact.html a Method form. The web form properly completes the Method CRM entry but also generates a very, very long email error message. My website designer thinks it is an email script issue. Can anyone solve this thank you! laura@quick-training.com   Normal 0 ...