Method Community

Hi John, Can you email me the Company Account name and activate the MethodSupport user? To do so, go to Customize>Users and click the Active check box next to the MethodSupport user. Thanks.  Jason

Hi Thomas, Currently there is no way to upload files from ta web-to-lead form. You could set up a custom portal though that allows your customers to sign in and upload documents. Click here for an article about how to set up a portal and feel free to reply here if you have any further questions. Jason

Andrew, My apologies for my delayed response to your question. I'm going to try this out today to see if I can find a solution for you. Stay tuned! Jason

Great! Glad to help! 

Hi Christy, You can totally store your documents in Method, and even link them to customers, cases, opportunities, solutions, and more! Please see this article which is one of five about Method's Document Library. Through some customization, it is definitely possible to send your documents as attachments. In the Send ...

Lucas,  I should mention, click here for the first article of a series of five about the Outlook Plug-in.  Jason

Hi Lucas,  Glad you got it working! If you are continuing to run into issues, feel free to call our support line at 1-888-925-6238 (ext. 2). We would be happy to take a look! Jason

Hi Scott, Unfortunately, this is not possible in the current version of Method. I think this would be a great feature to consider adding though. I'll submit a feature request for you so the team will consider it in future versions of Method. Thanks! Jason

A user deleted the SalesTaxCode field from the SalesOrderLine grid on the stock Sales Order screen. Tax calculation on this screen relies on this field so they asked how to add it back. The first step is straight forward, simply edit the grid and insert the SalesTaxCode field on Step 2 of 9 of the Grid Wizard. The second step is a little ...

grdmunoz, In the scenario in my previous post, I set my where clause as: where the RecordID is equal to the Value From Row, RecordID. Since I wanted to update every record selected in my loop, this was an appropriate choice.  Jason