Method Community

Hey Sherry, Welcome to the Forum! Do you have any scenarios you can think of in your workflow that would require the auto-conversion? I can help explaining in steps how we can handle it in Method:CRM. - Mortaza

Hello, The Portal login page cannot be customized, you'll only be able to use it as is. I'm not sure of your website structure but you can try adding another link beside 'Existing Customer Portal' for example, 'Contact Us' and redirect that to the webform. - Mortaza

I just wanted to give kudos for the performance update. We have seen method running about 4 times faster. Thanks!

We have completed the migration to our new hosting environment and all Method accounts and services are back online.  Thank you for your patience during our transition and please let us know if you have any questions.     

We have completed the migration to our new hosting environment and all Method accounts and services are back online.  Thank you for your patience during our transition and feel free to let us know if you have any questions.     

Hello, recently we've had a lot of customers mistakenly use the "Contact Us" link at the bottom of the Contact Portal instead of submitting a lead through our web-to-lead form. We keep a link to the portal on our website so that existing customers may update their information. The link is clearly labeled "Existing Customer ...

Tonight at 10pm EDT/ 7pm PT all Method accounts and Method services  will go offline. Method may be unavailable for up to 48 hours while we move our hosting infrastructure to Amazon, but it is our goal to get everyone back on the system much sooner. As part of our infrastructure migration, a period of testing will take place. During ...

Tonight at 10pm EDT/ 7pm PT all Method accounts and Method services  will go offline. Method may be unavailable for up to 48 hours while we move our hosting infrastructure to Amazon, but it is our goal to get everyone back on the system much sooner. As part of our infrastructure migration, a period of testing will take place. During ...

Tonight at 10pm EDT/ 7pm PT all Method accounts and Method services  will go offline. Method may be unavailable for up to 48 hours while we move our hosting infrastructure to Amazon, but it is our goal to get everyone back on the system much sooner. As part of our infrastructure migration, a period of testing will take place. During ...

Figured it out.  Wish I had a year ago... BEFORE PRINT EVENT ' determine if this Sales Order is new or recently changed dim SOTxnDate as date = cdate(TxnDate.text) if Microsoft.VisualBasic.DATEDIFF("d", SOTxnDate, DateTime.Now) <= 2 and _   Microsoft.VisualBasic.Weekday(Datetime.Now) >= 5 then   ' ...