Method Community

Method Team, I have customers that are experienceing an error when trying to create thier new password after registering through the portal. The error is "Your login appears to be invalid, has expired, or cookies are blocked. Please return to the login form and try again." This error happens when a customer registers through the ...

Greetings, I have a client that has 15 properties. Every month I send her 15 invoices so she gets 15 emails and thus she has to enter her email addres too see these 15 invoices 15 times. She was telling me shes geting tired of this.  I cant blame her.  In quickbooks, there is the main office then i have the 15 jobs under the main office ...

Hi Method Team, Can method offer a solution for my task? I want to create a calander with reocurring services for customers and as each service approaches I would like to send an automated email reminder of the coming service date to the customer. I am aware of how to use the calander to create the reocurring services and have the services ...

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 ...

This is very strange. I was able to use the mobile app on my HTC touch pro using 6.1 on my wireless network at home with no issues. I was able to log in and all the screens worked great.  I called Verizion up to get the dataplan going and as soon as it started I was not able to go any of the mobile pages or any of your secured sites. I tried ...

1) Can you do searches by information in the memo field? For instance, if I want to do a search for a specific, PO#, item number or item description across all estimates can I do this? 2) I noticed that some of the details of the memo section are not available in Method. For instance, often times in the Memo field we will put the customers email ...

My account e-mail settings are set as follows: server address = smtp.gmail.com user name = glschalliol@gmail.com password = (my gmail account password) SSL = No Then I do the following: I populate the Current List in Listbuilder with all of my customers I apply a column filiter in the Current List so that only 5 customers are shown I ...

I am getting an error when I try to send an e-mail to just selected customers in my Current List grid.  Here are the steps that I have taken. My Current List tab contains a grid with 5 customers. I check the checkbox on the left-most side of that grid for all 5 customers in the grid I navigate to the Process List tab, fill in the From ...

Hi Guys We've been trying to export a mailing list from Method using the List Builder. I'm trying to include all clients plus prospects. I've run the list builder routine but just get the "timer circle of death" and when I try to export I simply get one meaningless record. Please can you outline how I can create ...

Bug? CRM Edition On the Tab: Sales Center &  Tab Link: Activities When attempting to select a different contact for the activity by clicking on the Customer/Vendor 3 dot button, the Contact name, Contact phone, and Contact email is defaulting to the main contact.  If you use the same procedure for the add/edit ...