Method Community

Hello, We've created a form on Joomla that creates a Customer, then creates an Opportunity for that Customer. We are able to create the Customer successfully, however the Opportunity is not showing up. We are trying to use the Name field to link the two. Are we doing the Opportunity the wrong way? If so, what would be the best way to link a ...

Hello, I opened a new method account and am having problems on the invoice screen. When I enter a rate into an item, the rate is not saved when closing the item. All other item info is carried over to the invoice, but the item value is zero. If I do a combination of saving the invoice and reentering the item rate it will eventually save, but ...

Is it yet possible to do this?

I've created a custom Estimate screen that automatically generates estimate line items when certain boxes are checked. My screen auto enters these line items with item, quantity, rate, tax etc. They show up on a grid below, but when I save and close the screen the Rate returns to zero. Spent a whole day trying to figure this one out, it seems ...

Hi Audisho, The first 5-6 times it happened I assumed it was a mistake, but after that I started double checking. I'm not that confused. :) This was with several sequential conditional statements. It doesn't happen all the time, it must be under certain conditions. The button that I experienced this with has 9 sequential conditional ...

Awesome! Thanks! That helps a lot! It would be great if in the future you could do some videos about how the database is set up, to explain things such as this in more detail. It would help greatly with customization and ensure that customizations are made properly.

For customization purposes, can you please explain the Customer/Lead/Entity relationship a little? I would like to add some additional fields to a customer profile that are gathered early in the CRM process, for example 'Property Size'. I want to make sure these fields are to be put in the proper table so that they can be used throughout ...

Not a major bug, but a bug nonetheless. In an action set, I am creating multiple conditional statements. I am putting internal notes into each statement. When I edit a conditional statement in the series, it will sometimes replace its internal note with the internal note of an adjacent conditional statement. I have only seen this happen with ...

Still no luck. MethodSupport User is enabled if you'd like to have a look.

Has any progress on this been made? I would really like to use the new web-to-lead form and still can not. I'm in a seasonal business and will be doing marketing in the late winter. I brought up this issue over 4 months ago, is this still a high priority fix?