Method Community

The following updates are now live for users of Method Fixes Proposals - Fixed an issue where the Guest - Accept Proposal Post-Payment Processing app routine could fail due to an "ARAccount Missing or Invalid" error in some scenarios. (PL-60176) Grids - Fixed an issue preventing columns and views from being deleted in grid builder. ...

The following updates are now live for users of Method New Features / Updates Proposals - Updated the 'Require payment to accept' settings to include collection of a payment method for recurring auto-paid invoices. (PL-47400) Proposals - Updated the 'Send' tab of a draft proposal to populate the default customer notification ...

The following updates are now live for users of Method New Features / Updates Proposals - Updated the 'Require payment to accept' settings to include collection of a payment method for recurring auto-paid invoices. (PL-47400) Proposals - Updated the 'Send' tab of a draft proposal to populate the default customer notification ...

Hi everyone, I’m looking for some advice on how to integrate our payment workflow with Method. My company doesn’t process payments directly from consumers. Instead, we collect their credit card information and pass it on to the cruise lines using a PCI compliant form. I want to fully utilize the functionalities of Method, ...

  Hello,  I wanted to share some items that I am running into that maybe someone else has solved or perhaps facing a similar problem.  I am looking for ideas, suggestions or even product improvements that could go into Method to enhance the solution. First, it is important to understand we are a manufacturer, distributer ...

Hi, I am working in the Report Designer and I am trying to create a bar or line graph that shows our new opportunities by count (not dollar value) by month over a 12 month period. For us new opportunities represent proposals made and tracking our monthly proposal activity is very important to our business. Do you have any documentation that you ...

 Hello, I am a sales consultant for CNI Corporation. CNI is a software development company that specializes in workflow automation solutions for media companies. We are looking for some expertise and an estimate of the cost for services to help us integrate our solution with Quickbooks Online. We have a prospect who is a media company using ...

I am getting our system all set up for our customer and I really like it so far.  It is very easy to use for the employees that are new to databases and not so tech saavy.  I would like to know (as my previous database systems allowed this), if there is a way to add attachments to a customer file?  The reason I am asking is that we ...

Hi, We would like to be able to use multiple templates to print from the same module.  Specifically, we would like to use 2 different estimate forms (one titled "Change Estimate" for certain clients and another titled "Proposal" for other clients).  Is it possible to allow users to select a different template before ...

The following updates are now live for users of Method New Features / Updates Estimates, Sales Orders, Invoices - Added the ability to convert to a purchase order. (PL-45918) More Manual SMS Notifications - Release Ticket. (PL-46508) Proposals - Updated what statuses can be accessed from each stage of a proposal. ...