Method Community

We are just starting to use method. The sync with quickbooks imported the "jobs" in as the "customer name". This has created a contact for each job we ever did with that customer.  It's a list of the same person again and again for every job.  I've watched many of the videos and I don't see any showing ...

Hello, We have students taking online training from around the world. Some students take our training for free, while others end up paying. For this reason, we do not want to put all students into our CRM as customers. That said, we may have the need to create either activities or cases for either non-paying or paying students. Our goal being ...

I am trying to modify the V2 invoice report and I can not prevent the cells and lines from anchoring to the grid.  It appears that I can not disable or freeform place the lines and grid.  PLEASE HELP, very frustrated.  There are times when you need it to not anchor at a grid point.  Can this be turned off?

Hi GetRXd, 1) If you've created an Email field in the Estimate table, it will only be available in screens based off of that table. You'll have to add an Email field to the Invoice table if you want one available there as well. If you were to create an estimate in QB, then sync it over to Method ...

Hi Stephen This is definitely possible.  We did something for another client.

We have been trying to set up the customer invoice portal on our website but we've been running into a problem. When we try to add a contact's email to multiple customers, only one of the customers they are linked to will show up on their profile. Since our "customers" are job sites we need to be able to have several linked to ...

Hi pdx971, The Cases screens isn't set up to use the merge function based on the Contacts table. If you wanted to use Contacts.Email instead of Cases.ContactEmail, you'd have merge that table into the Email function of your New & Edit Cases screens. We have a Help Center article about mail merge and how it works, you can find ...

We are currently considering switching from Verizon to Sprint. Sprint has a partnership with GoCanvas.com.  GoCanvas.com allows us to have all of our paper forms in a digital format. Salespeople use the forms on a tablet, have customers sign contracts on the tablet, and then it sends all the information back to the office or CRM. I want ...

would like to set the following fields required for any new opportunity: phone, e-mail, zip, opportunity amount, etc. Let me know please! 

HI Justin, I had a member of your team build it. I think based off the "Edit Profile or billing info" thought.  The project was to create a place where customers could enroll in our autopay program by entering the credit card info and checking the check box to authorize automatic credit card charges. It has worked for 18 months ...