Method Community

So now that I've put heaping gobs of labor into customizing Method to fit our company, I'd like to know (really should have asked this question before) what mechanisms are in place for Method to protect my customized screens if something goes haywire with your system? I have seen the Security statement that talks about backup of our ...

I am quite excited about testing out our new web forms and even more excited to discover that they work with our mobile sites as well! One question though... Or old web forms had honey pots and Akismet to keep us from getting spams.  Now that the web forms go directly into Method, it seems that spam protection should be extra ...

Is it possible to refund a customer's credit card through Method?  If so, how?   Thank you, Meghan

Thank you Mark and Ben.  I will look into the Custom Portal and see if it's something that could eventually replace Formsite. Meghan

Thank you for your response.  However, unless Method can do conditional web forms which only display certain fields according to certain answers (which it may do - I haven't looked into it yet), and allow for these private forms to be accessible by our clients via secure login with the option to save their place and finish the form ...

Anyone know if it's possible to integrate formsite results with Method using this: http://www.formsite.com/documentation/integrations/server-post.html Probably a long shot... but Formsite is very powerful and it would be huge to have it integrate with Method. Thank you! Meghan

I just wanted to post this publicly: Dear Method: You should know that Ben in your tech support team is outstanding. He is patient and he is willing to trouble shoot with me. He is as curious about why something won't work as I am. Ben's support is above and beyond what I expected. He listens to what I am trying to accomplish and he ...

Hi! I could use some advice on a process, please. Our company has students who are either adults or children.  When we create a lead, we want it to be the adult who will pay for the service.  But if the adult also has a child who is a student, we need to make sure the child has the necessary information as well. If the student is an ...

Still having problems.  Cannot view the extra items on my previously mentioned purchase order and a new PO in both Chrome and Firefox... so it isnt a browser issue.   Any other ideas?

When I open an add/edit purchase order screen and edit it (add another item), it seems to accept the edit.  It changes the total and I save it.  Then when I close it and open it again, it will show me the new total but it won't show me what I added to the purchase order when I edited it.  However, if I add a new item again ...