Method Community

Hey Erika, Are you looking to have one lead per page or just one lead to be printed out. What kind of information did you want printed off with the lead sheet? Just the contact information? -- Loi

Hey JGAnderson, Opportunities already has a Closed Lost stage where you can keep track of customers where they did not go with your product/service. If you are using opportunities regularly and assigning transactions to them then you can keep track which stage they end up in. You can also have a opportunity set up for strictly ...

We've struggled with this since day one with the API. Now we are having an issue with SELECT calls. Received several failed connection attempts at various intervals over the weekend. Most of these are select calls made with the intention of cleaning up DB entries left over after transactions are deleted that could be messing with our ...

I have checkboxes in a workorder that want to reflect into a route sheet.  In report designer, the checkboxes only shows up as true/false. Is there any conditional formatting that can be done to only fill in on the space of the report designer if the checkbox is checked? - i.e.  If the checkbox is checked, then the space will say ...

Is there any news in regards to a version usable by Android devices? It has been a while since the few comments I could find on this site. Thank you for any information you can share.

Hi.  I am new to most of this and have stumbled into a problem I have not been able to resolve.  When I process a payment via Method using the authorize.net gateway, the payment fails.  The errror I get says the payment did not process - invoice numer needed.   This happens anytime I try to process from Methods CRM (Classic). ...

So I found out how to customize the portal. However, when I change any of the default screens, I get an error when clicking on the portal link. It seems to be the same error as when you change the web-to-lead screen and try to click on the miurl link.

I got this to work. If I put the conditional statement in the 'screen focus' it works, however it will not work on the 'screen load'. Is this normal?

I'd like to show messages on screens as well as show/hide objects based on conditional statements. While I have no problem hiding things, I am not able to get the conditional statement to show objects.

I have a few text input fields for entering numbers. These numbers can sometimes be decimals. Although the fields are formatted as numbers rounded to 2 decimals, when ever I use a non-interger I get a red outline as well as an error message on hovering. I am still able to save the screen, so this isn't impacting anything as much as being ...