Method Community

Hi nwcleaningllc, There are two different ways you can generate a web-to-lead form from within Method, you can either choose the "Basic" or "Advanced" setup.  I only bring this up because if you were to go with the default options from the Basic setup, this Contact information does get carried over to the Opportunity that ...

Hi CF_Pro, You would use Method Integration's "Mail merge" feature. You can read about it here. For your example, the variable name for the first name of the contact is expressed as Customer.FirstName. Naeem

Hi CF_Pro, This can be done fairly easily. Just go to the Customize > Tabs screen.  For the Home tab, click Edit Tab Links. On the next screen, click Edit under "Roles that can view" and select the Staff role. Click Save, then click Finish and you're done.  Your users will need to refresh their screens before they can ...

forgot to mention - no customizations

We are having a weird issue with the numbering of invoices.  We have the setting Assign Ref Numbers In Method checked and Method is creating the invoice numbers without an issue for the most part.  The issue that I'm wondering about is back on 01/25/2014 there was an invoice created with the number 7006442-2.  ...

Category - Milege Client,  Payment methos - cash Any customer Billable-Billable method support is alreadu enabled Account - paragonintegratedBusinessSystems Thanks!

I want to use a bulk email template that contains the first name of the selected contact, what is the variable name I should use? Thanks

Access to allow the ability for a Staff role to change a bulk email template, is this possible? Currently it will not allow a staff role to change the bulk email template. Thanks

Hi CF_Pro, This really depends on how you want to organize your QuickBooks data, and has little to do with Method.  Since the company name will always be the company name, the question really comes down to how you'd like to utilize the Customer Name in QuickBooks. Understand that Method will sync with whatever you decide to use in ...

I created a web form, but currently when the customer fills out there information, the only fields that are transfered to the opportunities tab is their name and lead source. How can I also transfer other information they enter, such as their e-mail, phone , comments, and other things?