Method Community

Hi! Our septic management company uses the Site address as the customer's name.  As people move we get new contacts for that customer(address).   Is there a way to change the billing information without changing the previous invoices and estimates?  

Does any one here accepts any other type of payments in the portal other than credit cards, if you do, can you tell me what merchant service do you use. We are trying to set our portal to give our customers different payments options, and try to make them use other forms of payments  Thanks

Now that Method New Contacts app is contact centric, how will you handle the Customer or Vendor Type fields?  We use these alot in workflow training.

I can select an existing lead source from the contact, but where can I Add a New or Edit a lead source?

I sent you the email, just checking if you got it

I'm in the process of building a custom Web To Lead form for a client. This will be hosted on the clients website using an iFrame Any thought about how to incorporate CAPTCHA?

And while you're at in could you PLEASE add the contact notes and Entity notes In MANY of our customizations and workflow training we use... contact notes for unique notes such relating to the contact Entity Notes for notes that sync with QuickBooks This consideration would be greatly appreciated!

If you Edit a Contact and update or add a Title and Save Changes, the Title does not update in the Header of the View Contact screen until the page is refreshed. Needs some Screen Focus actions

First of all on the Back button of the View Contact screen, the Internal notes say Keep warm..., but the setting is Close and refresh. Here is the observed behavior... I needed to make a copy of the View Contact and Edit contact screens because of some customization (a few special fields) needed. These screens are redirected to the original ...

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