Method Community

Audisho - We do have two clients currently that would use this function tomorrow if it were available, in addition to ourselves.  I asked because solving for ACH payments is a critical piece of one project in particular, and we will need to build it ourselves if it isn't part of Method's plan.

Hi Chris, I have a few questions for you. - Is this the stock or a custom activity screen? - If it’s a custom screen, is the same email sent from the stock screen? - Is the “Send an Emal?” box in the bottom left corner checked? - What is the name of the template that the email is using? - Can you include the subject and ...

Hello, We are trying to implement a Web to Lead form, but when we do our testing, the Lead is being inserted as a Customer, which is not what we want. How do we get the Lead inserted only as a Lead so they do not get put into QBO until we actually assign them as a customer? Thanks, Chris

When anyone creates a new activity for one of my staff members, it also sends an unrelated email from one of our email templates. I can't figure out where or why this is happening. We are not trying to send an email and certainly have not selected the template. How do we fix/stop this unwanted action? Thanks, Chris.

The following updates are now live for users of Method.  Improved - Updated the generic error message to be more helpful. (Ticket PL-989) Fix - Yes / No field values showing up as NULL in some cases instead of False. (Ticket PL-937) Fix - Placeholder image display on Interner Explorer. (Ticket PL-915) Fix - Style on Session Expired page ...

Hi Victoria, My apologies for the late reply. I have created a feature request ticket so that out development team can investigate the possibility of adding this functionality. The addition of this feature will likely be based on the number of Method users that request it. Please be sure to keep us up-to-date on client requests that you receive ...

Hi Mike, Since I’m unable to replicate this issue, I have created a case for you. A member of our support team will reach out as soon as they are available to investigate. I hope this helps. -Audisho

Here is the error I get when I try to import with the recurrenceinfo field populated. I managed to get one transferred as a test and it fixed my series issue with the linked activities but it was one that did not give me this error. I tried skipping a few but I get this for A LOT of them. What should/can I do? ERROR:Value 10194 09:17 AM ...

Audisho, Please create the case. You can reach me at marco@incorpora.biz. Thanks,

Seems like a dumb question, but i can't figure it out. I just created a new field with drop downs, and put it on my screen, but now i realize i want to change the name of the field (as it appears on the screen too) Can i do that or do i have to delete it and recreate with correct name?