Method Community

Hello James,    Can I confirm, had you changed the URL in the web form HTML to http:// and it had worked?  I could only find reference to your above lines in the script tag calling the formValidation.js file.  I'm not aware of anything changing on Method's side.      I'm not familiar with the ...

I did exactly what you did. More than once in fact (on consecutive days). This has been going on for years and is a serious hindrance. I'm changing the rejected rep IDs manually because I can't affort to wait. Although there's no guarantee that the changes will take. I'll let you know. Either way, if you'd like to ...

Hello Mike,          The Customer table holds both customer and leads.  It is a parent of the Entity table which means if you update the Sales Rep in the Customer table, it will update the Sales Rep in the Entity table for the respected customer.  The Sales Rep is for the customer and not the individual ...

Since July 29, We've been having connection errors via https for our Web to Lead forms.  I did not know that this was the cause of the issues until yesterday (Aug 5) when I had all but given up trying to fix the forms and randomly changed the url ...

Hi Sandy, No problem for the help. Since I am a consultant here at Method it would be billable time if you were to work with me directly, but if you would like that then I would be happy to help. Or we can answer high level questions here on the forums. Regards, Russell

Hi Randall, That field is calculated behind the scenes, in order to prevent conflicts with QuickBooks which has to validate the line items. Instead of modifying that field, you could have your calculations set another field in the grid such as amount (which will be used in the total amount calculation), or any custom ...

I exported 2 columns from the "Customer and Customer Lead" selection in the export dropdown: "Record ID" and "SalesRep". I changed a group of sales rep IDs (eg. "AF" and "SW" to "SL") and then imported it back into Method. Everything seemed fine at the time, but the next day, ...

Hi Russell, I've looked through the calculations on that page, and I don't see anything that looks like it will update the total amount.  Yet, the total amount refreshes when the 'update' button is clicked.  Can you tell me which action is causing this?  If I can see what's causing the total amount on the line ...

Thanks Russell.  I will look into this further and see how far I can go with this customization. Can I contact you directly if I have any questions? --Sandy

Thanks Russell!  This was exactly what I needed.  My client will be thrilled Sandy