Method Community

Hi DAllen100, You should be able to do this using a Web-to-Lead form. You can find out more about our Web-to-Lead forms in this Help Center article, which includes a video tutorial. Hope this helps. - Justin

Hi Pookiefeb, I just went through this again on my test account to verify that this works and it does. You must either be editing the wrong action, removing the incorrect field or your customization to the screen is preventing this fix from working. If you really need this to work, I suggest you copy the stock screen and replace your current ...

Is there a way that when a customer registers their product on our website, it can be be linked to essentially create a new customer profile in method and quickbooks?  Currently, when a customer registers it sends me an email and I just load the info manually. Thanks.

Hi,  I did all of the steps last week.  I just went to email a customer in an activity and it did the same thing and pulled up the previous person.  Whatever I did didnt' work.

Hi industrialrobotix, I've put in a feature request for this on your behalf. I don't know if and when it will be implemented, but I'll post back here when I have some news for you. - Justin

Hi industrialrobotix, You can request access to Method:Beta via this link. Just make sure to read the Things You Should Know section of the page so there aren't any surprises. Have fun! :) - Justin 

Ive brought this up before but wanted to bring it up again.  Would it be possible to add this function to Method New, or even the old Method - when doing an estimate, have a drop down box for the specific contact you would like the estimate to go to?  Same with invoices.  It's inconvenient to have to go into the company contacts ...

Any help......... Thanks

Interested in status of Method:New and if you are still looking into beta testers?  I am working with a 3rd party to help me configure Method to also integrate with AllOrders by NumberCruncher as far as estimates and Sales Orders.  Would like to be trying this in Beta if at all possible since that's the future platform ...

Greetings Marcelo. I have had the same issue where I wanted a week or somtimes a week in a half.  Sometimes i have to drill down reports by project type, who did it and etc.  Was really confusing.  So instead of comming up with a report of each report what i did is create a grid.  This grid contains all sorts of data that I ...