Method Community

Hi Nick,  I apologize for the down time earlier today.  We experienced an issue with user authentication - Users who sign into Method using their username insetad of their email address were not able to authenticate correctly.   This problem has now been resolved.  Be sure to follow @MethodCRM on ...

Hello jsautel, It is hard for me to tell you over forums that what might be the reason behind that. In order to troubleshoot the sync issues, I would highly recommend you to give us a call on our support line 1-888-925-6238 x 2 or you can email us at support@method.me and someone from the team will be able to assist you with ...

Hi Rick, It’s difficult for me to visualize the issue that you’re having here. Do you think you could include a screenshot for me? If you have any trouble attaching it to the post, feel free to send it to me in an email. This is also a customization that I know our professional services team is familiar with. If you’d like to ...

Hi jwalker, You can print a route list of all work orders currently filtered within the grid. To filter for all users for the month, simply modify the date range to include the month and change the filter to All occurrences in date range. Once you’ve done this, select the Print / Email tab. Change the radio button for “Which work ...

Hi Sarah, It would be better for us to investigate this with you over the phone and possibly via a screen share. Please give our support number a call at 1-888-925-6238 x2 when you have some time. Alternatively, I can create a case for you and have a member of our support team reach out. Just shoot me an email with your account information if ...

Hi Mahlon, My apologies for the late response. Unfortunately, I don’t have any way of testing this out myself, as I don’t own a Windows touch screen device. I’m happy to create a ticket for our development team to investigate, but I’ll need to ask a couple of things from you first. 1. Can you confirm that the page is ...

Hi Clayton, Im currently in process of regenerating the screens in your account to see if we cant get your screen working again. You dont need to be logged out or anything as it all runs in the back end. We might need to take this one offline. Im going to Email you directly so we can work on this one further. Thanks Clayton! Regards, Ben

Hi There, I cant seem to replicate this on my end, Do you have Picture Objects on the screen causing the Issue? or are you trying to use the screen to upload pictures? Would you be able to message me the name of the screen you are referring to on your account so I could take a look? My Email is in my singature. Thanks! Regards, Ben

Hi John, I just tested out what you mentioned on my personal account and can confirm its happening for me too. Ive opened a ticket with our development team to look into this and see if we can come up with a solution here. For now, you could stick to the method you mentioned of sending your Estimates by saving and then Save&Email separately. ...

Hi Henry, There unfortunately isn't a way to Automate the process of sending the email on sync. However you could definitely streamline the process of creating an activity for 8 months in the future through method. There are multiple ways you could tackle this, one way would be to set up a screen based off the customer table and set ...