Method Community

Sure, I'll check it out to see if we can narrow down the cause. - Ashur

Hi Ben B and andy, I now see what you're referring to. My web-to-lead activities and opportunities are not actually assigned to the Contact. However, when you view the Customer/Lead record and look at the Opportunities tab section, it displays the Opportunity record and the name displayed is actually pulling from the ContactName field from ...

Thanks for the info andy! Karen, did this suggestion help in your case? If not, please elaborate on what exactly you're trying to accomplish. - Ashur

Hi Ben B, I took a look at your web-to-lead form and noticed that in Step 3 of 9 you're missing the ContactEmail, ContactPhone, and ContactName fields. Then in Step 4 and Step 5 there are no fields selected at all, so no activity is set to be created. Create a basic web-to-lead form and compare the fields in it with the fields in your ...

Hey andy, Your shared result should still hold the same value and you should be able to enter the value of the action into a textbox at the very least. I'm not sure what dropdown you're inserting it into, assumption is the Activity RecordID dropdown. You may need to speak with one of our Consultants as they'll need to investigate to ...

Julie, Sorry, I included the wrong link in my previous response, this is the page you should read. Please email me your Method Company Account name (not user name) as well as contact information. Once your email is received I can create a Case for our Consulting team to reach out to you and schedule a meeting. I'll also send you our ...

Alright so you're using the Field Service app, that's a good start. I can help you figure out how to invoice your customers but need more info from you first. How do you currently determine who's billed at the first of the month and who's billed at the end of the month? Do you need the process to be fully automated, if so it ...

Forgot to mention that I also need the names of the web-to-lead forms. - Ashur

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 ...

Thanks for the suggestion Matt! Julie, Is this a good solution for your organization? If not, please elaborate on your current process. Are you utilizing the Field Service Operations or Scheduling & Invoicing app by any chance? - Ashur