Method Community

Hi there, Is it possible to close a estimate without deleting it? Not all of our quotes lead to sales and so we need the ability to close the quote but not delete it for our records. In the past, we've gone ahead and deleted the quote... but obviously this isn't good practice if we want to figure out our sales conversion ...

I'm having issues pulling sales results. Here's what my code looks like. I'm having an issue, here's what my actions  looks like for a button I’ve created: 1 Assign Value to Action Result - create resultWhereSales for use with date calculations 2 Assign Value to Action Result - Assign Start Date to ...

Has there been any update on this issue? We'd really like to begin using the new web-to-lead forms but need to be able to customize them and we currently can't. Thanks!

http://imgur.com/TSaBuJg

Thanks, ben! I talked to Noam and get it done after Cyber Monday is over!

Any update on when this might be available.?  This is a very often used feature in my customizations of Method: Classic and a significant limitation to customizing in Method:New.

I've been trying unsuccessfully to determine the table in which the CheckNumber field can be found. Thanks.

As a small business, you need easy-to-use software that is also enjoyable to work in every day. As such, it’s our pleasure to announce the release of a new, updated user interface (UI) for Method on Thursday, December 3rd! What is it? Method’s updated UI features simpler, more intuitive design and navigation that allows you and ...

Hey Tate, You can upload your images to http://imgur.com/ (its free) and then paste them here so that I can take a look at them. Thanks, -- Loi

Ben, Yes, that is correct.  I currently have 2 filters on the home page.  One for user and one for stage.  I would like an "All Users" option in the users dropdown and an "All Stages" option in the stage dropdown.  I will email you a screen shot since this editor only support image URLs.  If you ...