Method Community

Hi George, This is interesting! One problem you may run into is that you cannot automate actions. They must be triggered in Method by clicking a button, gaining/losing focus, loading a screen, etc. You could however have a button that you press daily in Method that sends an email to the selected contacts.  The ListBuilder tool might be ...

Hey Grif, You brought up a couple of problems so I am going to address them in order: 1. How to explain the difference between the Customer Portal and Web-Forms (Leads)? Our team here has been agressively creating short instructional videos (3 - 7 minutes long) to help communicate the functional differences between the Portal ...

Hi Wildliferemoval, When you get the chance, could you send me either a private message on the forums, or email me directly (email is in my signature), with the CompanyAccount Name you enter when logging into Method.  Also, please make sure MethodSupport is turned on.  This can be done by going to Customize->Users, ...

Hi Andrew, This is difficult to answer without knowing your setup.  Can you first confirm the time zone your computer is set to, this might have something to do with that.  Do you have access to another Windows Computer that you can see if you have the same issue in Report Designer? If the first suggestion ...

Hi Dimm!  You can set up activity reminder emails, but at this time they can only be sent out 15 minutes before the due date. We are currently revising this for future versions of Method. There are a few things you need to check to make sure they are being sent: 1. Go to Customize>Tables/Fields and click ...

Hi Suzanne, These types of emails are sent from Method to the customer, along with being CC'd to the Method account's configured email address. You should find a copy of these emails in that account's Inbox rather than the Sent folder. So if your Method account's email address is Suzanne@somecompany.com you ...

Willy, The 'http://urlforportal' link is what can be put into an email to direct Customers and Contacts to the portal.  The 'http://urlforportal' is merely a place horder in the email.  In your other thread where I'm helping you to create a portal link, the action 'Create short Method URL' creates a ...

[quote user="Denice"]Any tips?[/quote] At this point you can view your invoice from the Invoices tab link either from the Field Service Center or Customers tab.  While viewing the invoice you can Save & Email button to send this invoice to the client.  The email will contain a link to login to your portal which will allow ...

Hi Marybeth, Sorry for the trouble you've been having with activities.  It sounds like you're working in a stock screen with Method but having an issue - this type of problem is definitely covered under free support so please call us at 1-888-925-6238 option 2 for support and I can look into this for you. Alternatively you can email ...

[quote user="Goeckeaj"]How do I fix this.[/quote] Did you by chance make a copy of the template before making a change?  There's no way to recover a template once its been replaced but I could email you a text file of the stock template if that helps?  Please email me the template names and I'll reply with text ...