Method Community

Hi scottaskinosie, I was able to import this field without error. I tested blanking out this field for the series record and the only noticeable change was that when I selected the series, the Recurring checkbox was not checked by default. Checking the box resulted in the recurring info populating as expected. If you want to shoot me an email ...

Hello, I rebuilt the template and deleted the original. That seemed to do the trick. There was clearly some type of link  associated with it, but not sure where or why. Seems to be working correctly now. Thanks.

Hi Chris, Here are a couple of things you can try: 1) Navigate to Customize > Tables / Fields, locate the Activity table and select Edit Table… Verify that the Automatic Reminders data looks correct. 2) If you don’t use this template on the backend of any of your screens, make a copy and delete the original. Maybe you re-used an ...

When we went to single sign-on, one of Cloud Consultancy's primary concerns where that we have multiple people working in our firm for multiple clients. We were told that best practice was to use a common email address for everyone to work in the clients accounts.  So getting logged out becuause someone else logged into another ...

Hi Audisho, This error happens using either the custom of the stock New Activity screen. It also happens regardless of the "Send an Email" checkbox state. Template name is "Order - Draft Documents" Subject is "Please Review and Approve Your _______ Draft Documents" I would rather not include the body. I ...

Hi Chris, You must have modified the default value of the IsLeadStatusOnly field. Load your web form, navigate to Step 8 and change this value back to Checked / True. I hope this helps. -Audisho

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.