Method Community

Hello Tim,       On the estimates screen, there is a button called More actions....  Click it and you will see an option to Create Sales Order.  Click it and it will automatically create a Sales Order for you from the Estimate.      For the sales order, there is a button at the bottom of ...

Ok. Thanks. Where do I create the actions to copy over from an invoice to a sales order? Not sure where to do this in Method. 

In regards to this, can we delete multiple future activities for an unactive user?    Or is there a way to undo prior imports?   I exported them, reassigned new user, but then when i went back to import them, I didn't check "update exisiting records".  So now I have all records for new user and ...

Hello James,     There were two updates.  The Certificates were all updated and it was found that refreshing the browser would solve the problems.  I think the best option is to give Method support a call, 1-888-925-6238 x2 and we can take a closer look.  I am not seeing any reports of this error recently. Greg

These issues still persist. Any update on that end?

Thanks Greg. Called in this morning and got it restored.

Hello industrialrobotix,    I haven't seen an email template to resend a portal link.  You would have to do a customization.  You can create an email template with the URL hard-coded on the email or have a button on the customer screen that sends the customer the reminder email.  The email templates are located at CRM ...

Is there a way to send a customer a generic portal login without sending an invoice etc?  I haven't been able to find a default email template or anything other than send an email w/ invoice or estimate that gives the customer a portal login. Thanks!

Thanks.  They got me all fixed up now! 

Thanks Greg, I found that the footer is a great way to add the daily checklist for my technicians to fill out each day anyways.  Nice little helpful tidbit for operation purposes.