Method Community

Hi Jonathan, I've created a support case for a member of the team to reach out and take a look at this issue with you. - Justin

Hi Justin, Sorry if the information was not compelete enough. But here is the answer, 1. Our Reps receive the order manually from client, then input client's credential as leads. Inside the leads there is a button to give notification to finance so they could verify and confirm the customer creation plus create an invoice to be printed ...

Hello, When copying the CRM Activity List screen in order to edit it and add more fields the copied screen comes with a deleted link and Go To link does not work. Why does this happen and how can I prevent it? Thanks,

Hi Justin, Its extra 0 before the decimal. So instead of 3.85million (3850000), it becomes 38.5million (38500000). Thank you

Hi Justin,   I just had a customer call me with this issue as well whereby her day is filled with 15+ messages that she has been timed out and when she goes back to log in - it tells her that she is already logged in, then in order to deal with it, she has to Log Out completely and log back in.   These issues started with the new ...

We are a charitable nonprofit organization.  One of our programs involves receiving money from donors and then turning around and giving money to grantees.  Our donors are "Customers" in QuickBooks and Method, and our grantees are "Vendors".  We are looking to expand this program, but we need a way for our ...

Hi Josh, I was able to add Email to my SalesRep table as a custom text field, click Finished Editing Fields and then go back into the table, where there is no option to Delete the field. I believe this is a custom field you have in Method, so it won't sync to QuickBooks either way. If this is a custom field that you have added, and want to ...

Hi Mike, Try using a Show Message action at the end of your onScreenLoad event to show the value directly from Session- Portal- Entity FullName. Also try showing the values from your Action Results in Show Message actions here. This can help you narrow down where the issue is, whether it's not pulling values from the Session or if it's ...

Hi Jonathan, 1. I'm not sure I quite understand what you want to do here. What's the event that determines a sale? Do your Customers order directly from your reps over the phone, or is there some kind of online system? If your Sales team is logging an activity for interaction with a customer, you could have a checkbox on the screen ...

Josh, Sales Reps are linked to Users and that is how you get the email address. In Users, you can link that user to a Rep via initals. User does not need to be an active user.