Method Community

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 ...

I'm looking for any easy way to automate sending out emails to customers. For instance, once we process a new customer I'd like an email to automatically go out to welcome them. After 30 days, it would be nice if another automated email could go out to touch base with them and see how they are liking the service. I can think of a number of ...

We really need Attachment Location in the send email action. I have clients that really need this as they do not want to have someone need to follow a portal link to get to a simple document. I've been told this is on the roadmap, but if you're using beta you need to be aware of this limitation.

Any updates on this?

It simply takes me to the login page. It hasn't been consistent enoughthat I could reallydetermine a pattern. Think I got bumped 3 or 4 time this afternoons.  I am now in Method new ALL the time. Can do most of my routine day-to-day stuff with the apps I have. For other special things I go into classic.

Can't remember, there's been too much water over the dam... It was either activity list, new activity or edit activity. I gave up and built my own activity app which integrates with my time and billing app.

Hello Meghan,    The Method system will always create a unique Lead Name (ie. Name) for the submission.  So if John Doe was in your system and had a Lead Name of John Doe and he submits another form, he will come up as a second lead in the system with Lead Name of John Doe(2).  Leads are on the customer table and the Name ...