Method Community

Hey NNF, If you use the Standard Web-To-Lead Form you will not be able to add anything into the contacts table. You have to create a Custom Web Form and you will be able to add tags into the contacts table. Be sure to use the examples from the standard Web-To-Lead Forms to assist you with creating the Custom Web Form if you need ...

Hey Rick, Were you looking to design a new invoice template in report designer? We have some good content on our help center where you can find articles and videos on report designer. For our report designer article you can CLICK HERE and for our videos you can CLICK HERE. We also have some webinars you can view by CLICKING HERE. -- Loi

Hey Eric, You have to get your Method Coach to give you access. I have sent her a message to follow up with you. -- Loi

I'm having difficulty getting grids to align nicely with other objects when there are no filters displayed. See my screenshots for examples.   Any suggestions?

Yes, still an issue 

I was wondering how we can switch to the new UI.  Upon login, I still get the classic UI.

Hey Rick, Sorry for the late reply. When you import your invoices, it creates new RecordID's that the InvoiceLine records will not match up with. You will have to go into your InvoiceLine file and make sure to adjust the InvoiceRecordID's so that they match up with the correct Invoice RecordID's in the invoice ...

The following updates are now live for users of Method.  Subscription Area Granted account admins of expired trials the ability to modify subscription details prior to subscribing (PL-3317) Updated app descriptions (PL-2365) Dashboard Ensured that deleted custom apps no longer display on the dashboard ...

Hey Mahlon, I just tested this by creating a new activity from an opportunity and it does seem to choose the default one set in the activities preferences. Is this still an issue for you? -- Loi

Thanks Loi, I sent you a private message