Method Community

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.

Hello Bshall,     Give Method support a call and we can give you the default report back for estimates.  I have done it with other customers.  The number for Method support is 1-888-925-6238 x2. Greg

Hello InstaDRY,     Oops, I didn't refresh the page in time.  Here are my notes if anyone else encounters the problem. It could be several things.  First, there may be a field that is outside of the report boundaries.  Watch where you margins are on the page in relation to it's fields.  Are any margin ...

Nevermind.  Found out that the extra page was the blank footer.