Method Community

While the problem was temporarily fixed, It stopped working again.  Not only does it not automatically sync, it unchecks the enable box when you select the sync now, then you have to recheck the enable box and choose sync now again.  You can then choose sync now numerous times, but it appears that if you leave and come back, the ...

How can I add or update a lead source? I tried looking at both contacts and opportunities and have not been able to find a way to do that.

How do I go about customizing the Estimate to be able to not display the items cost and markup?  I only want to show the Amount and the Amount Total. Thanks

Hi Mahlon, Were you able to write down any of the times which this has occurred? Let me know, it might help us to narrow down the issue. Also, have you tried with a different browser? - Justin

Hi Kerry, Access to Beta is granted on a per-account basis. I've put in a request to add this account to Beta, however I don't have an ETA on when it will be actioned. For anyone else reading this post, please contact your account manager or email support@method.me to request Beta access for any accounts. - Justin

Hi v.cameron, I've created a support case for this issue, a member of the team will reach out. - Justin

Hi Kevin, Have you taken a look at the Report Designer section of our Help Center? Once you've designed the report, you'll want to use the Generate Report action in Method to generate your report with the appropriate parameters. Hope this helps. - Justin

Stephen, Great to hear that you are up and running in Method. If you are looking for a Method API programmer to help build out your custom workflow, I'd recommend checking out the Method Partners page.  Partners with API experience can be found by searching using the "I'm looking for someone who has experience ...

Thanks Mark and Jonathan. I am up and running with both GoCanvas and Method CRM now.  I want to do the following: Method CRM - Lead information (Name, Address, City, State, Zip, Phone, Email) is sent to GoCanvas in the form of a Dispatch to salesperson. Salesperson enters info in GoCanvas forms. Submits data. Data is then sent to ...

Hi John, This feature has not been implemented yet. Subscribe to to the Releases and Updates and App Updates posts in this forum to keep up to date on any new features as they become available. :) - Justin