Method Community

Hey Tami, If you wanted to use your customized print template from Method:Classic you can - if you head over to your 'Invoice Preferences' Then choose your invoice print template you use in Method:Classic from the dropdown > Save. That can definitely be customized to have a RO/ID field. First I would add a new field to the Invoice ...

I had the same issue this morning as well. All I did was shut down/close the sync engine service app and re-launch it using the admin method email login (until this morning I'd been using the method user.name) and it looks like it connects and works fine. Hope that helps...

Hi, Starting from Aug/25/2015, it seems that our Method integration engine and program work by Method API can not work correctly. However, it is fine to login to Method via Web browser. The error message from Method API is  <?xml version="1.0" encoding="windows-1252" ?><MethodAPI response = "Failure. The ...

Hi there, We wanted to show sub-totals based upon product category, and your team worked with me to build that (thank you!). However, when I create my new estimate template (based upon the SimpleEstimate template), I cannot seem to get those new sub-totals to appear as currency. I have it set to 0:$0.00, and the sub-total fields are ...

None of my web-to-lead forms are working correctly since Aug 22.  I have several web-to-lead forms on two different domains.  I have also placed several test form submissions today without a single lead coming through on the Method side.  Everything appears to work on my end, yet leads are not received by Method.  I have error ...

Good Morning! I checked a few months ago (April, I think) and Method Apps didn't support customized invoices.  Today, we went in to check it out again and it looks like my custom invoice is available, for the most part! YAY!!! There are a few fields that either didn't come across the way they show in old method or they ...

Hello, Is there any way to attach more than one file to an email using the uploader incorporated into the document object? Uploading a second file replaces the first one uploaded. This would be helpful if you needed to email a PDF price sheet as well as a product information brochure to a customer/lead. --Aaron

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!