Method Community

Hi ghawton, I did some testing and I am able to replicate this behaviour. Unfortunately, I don’t see any actions on the screen itself for performing email address validation on save. Due to this, I’ve created a ticket for our development team to investigate. For the time being, the only work-around that I can provide you is the ...

Lee, It’s probably because the fields are linked fields. You are going to want to add the Phone and Email to the employee itself in Method or QuickBooks.  The SalesRep table references the employee so the changes to employee should be reflected in the SalesRep table. -Michael

Hi there Micahk, You certainly can add the Email information directly into the Comments! When Adding the Activity to Method From the Outllok Plugin, Just Copy the information contained in the "Email Message" field, into the "Comments" Field After you've done this, The added activity in method will contain the Email ...

Hi Alex, I can Help you out with this one - Ill need to add whatever email you are attempting to log in as into our internal system to enable access to Billing (and the Subscription portal) Would you be able to email me directly at <b.hargreaves@method.me> with your Email address and The Account (s) you were needing access to ...

Hi Ganesha, This is definitely possible to do through Customization. What you would need to do is first copy the stock screen, and customize the Contacts grid contained on it. While Editing the contacts grid on this screen, you will need to navigate to Step 2 of 9: Grid Columns, scrolling down to line with ...

Hi Bob, Unfortunately, the portal relies on the email address of the contact in Method when registering users in order to connect them with the correct customer information. Navigate to Customize > Portals and select Edit… on your portal. Based on the information on Step 1, you have a couple of options here. 1) Customize a screen so ...

Hi Dave, The easiest way to do this would probably be to export your Customer table and do a compare in Excel to find the duplicates. You could then create two separate lists for import, one for updating current customers and another for creating new leads. You could also create a custom table in Method and import to that, then create a screen ...

Hello Matt,      I have been able to replicate this.  You can tell in the popup when click the "Share" link.  If a contact is using the same email as a Method user, the email address does not appear in the URL.  It should contain the email address which must give permissions to log into the portal ...

Hello Maureen, Here's my reply. In order to achieve this, firstly you have to make a copy of your CRM_NewActivity screen. Then when you edit the screen, Go to Hidden Section, under that section you will find a Hidden Function Button. Click on edit on the Hidden Function, and go to Step 2 of 3:Button Actions and look ...

Hello InstaDRY, I have been unable to replicate any issues with adding a portal link to an email template. Here are the steps I followed; Navigate to Customize -> Portals -> Edit an existing Portal. Here you will see 'Get sign-in page web address'. Click on this link and copy the URL that is provided. You can then paste this ...