Method Community

When a non Method user is sent a link to log into the portal, an email is sent to them to ask them to secure their account. 1. Can the contents of this email be changed by me as the user? The current message seems to me to be just as much about promoting Method as "securing their account." 2. Why does a user need to ...

The goal is to be able to send an e-mail in Listbuilder and to give the recipient the ability to pay for whatever the e-mail is discussing using this link. Thank.,

So basically you want a Sales report showing all of your customers. which are New as of a certain date. Set up sceen as Inder suggested with Date (customer created date?) , Sales Rep fields Or Create a report created with Report Designer would be best - then you have option of printing or viewing on screen.  Just some ...

I made a copy of the the stock View Contact screen and added a button that inserts an activity that includes the Entity - RecordID as shown below. The activity gets added but the entity field does not get populated.

When using the retrieve value fromt table action and selecting the option to get the sum the value is set to blank if there are no records that meet the condition. The value should be set to 0.

You could also have the actions that send the email run on the page load of the first screen that opens in Method. That way noone would have to click a button, it would check and send as necessary every time someone logs into Method. Altenatively a stand alone program that uses Method's API could send the emails and then use Windows task ...

When adding a contact from a customer screen I would think that this would auto fill from the existing customer, having to reselect the customer from a drop down screen is to much work and possible mistake.  I do like the option of  adding a new Vendor or customer/ lead from this screen.

I assume Cases are coming as well? or am I missing it

My client would like to use the columns in the estimate line grid.  Item, Description, Qty, Qty On H, Rate/Cost, %, Markup, Amount/Price, Tot. Amt I have changed the original actions to treat cost as cost becuase they really want to markup from purchase cost. I've changed the actions to treat Amount as Price because they want the ...

Hello Telly.Rollinger,    Method doesn't have an automated clock that can perform actions.  You will have to have a user click a button (or some other physical action) to activate a send email action.  You can have a button that finds all the customers who joined 30 days ago and send them an email with the click of a ...