Method Community

Hi Ben, Thanks for the reply. I have tried what you suggested and when I viewed the contacts portal from inside my method account, everything looked correct but when I would log to the contact portal with my dummy account to test it, nothing had changed. I tried many different things to find out why with no success. There are only 2 ...

In the estimate screen, there is a check box for "Estimate is active" I do have estimates for current customers that are marked as inactive estimates. Anybody have any good ideas on how to hide these inactive estimates from showing up in the customers contacts portal. Thanks for all your help.

Ok, get it to work. thanks

When you are in a customers file and you create a new activity for that customer, the Activity file opens and populates the Contact field with the customers name. That Contact field is the direct link to recent history, opportunities, and cases. The problem I am having is when I am in fieldservices calendar and I make a new workorder for a ...

I have had this problem once or twice before so I'd just go into QuickBooks and turn the estimate into an invoice there, but I'm trying to get away from doing anything in QuickBooks and only doing things in method. I have only noticed this problem with large work order being converted into invoices. I have written an estimate for a ...

Shipping info will pull just fine if the Customer/Job Name only has the customer name in it, but if the Customer/Job Name has a job name in it, the invoice and estimate screen will not pull the shipping info. Example: I have 1 customer with 2 properties, 1 personal property and 1 rental property. (I use the shipping address as the service ...

Are there any Webinars on how to setup the merge fields. I would like to create my own templates that pull info from work orders and different places, I just don't understand this process. I read the link you posted earlier on merge fields but that didn't explain how to create them. From what I read it sounded like all I would have to do ...

I guess I dont under stand it. I have read he mail merge link and it sound like all i have to do it put in customer.FirstName, Customer.Ballance and it should pull the info from the correct tables.

No it dosnt and I have activiated the method support user so you can log into the account to see whats going on. Company name is Wildliferemoval The only template that seams to work on the activity send email page is the method overdue ballance template.

When I write an estimate or invoice and his save and email everything goes through just fine, no issues. I wanted to have a quick email template to email customers through the activity so here is the template I created. I go into my edit test customer screen, click activities, click new activity, make sure the contact info is there, click send ...