Method Community

Hi simplemachines, Welcome to the Method forum! The stock web form validates whether a customer already exists via the Name and Email fields. If it finds a match for both the name and the email, it will create the activities and the opportunity for the existing contact. If however, the name matches, but the email does not, it will create a new ...

Hi ITfromValor, Method is not an accounting platform. It is a customizable CRM that integrates with the QuickBooks accounting platform. If you avoid doing anything accounting related in Method, then I don't see any reason that you should run into issues should you stop using QuickBooks. At times however, you may be required to perform a sync ...

Hi AmsoniaLandscapeandDesign, These fields are all populated using the Text Change event on the Item dropdown field within the grid. I suggest you start by looking here. I hope this helps. --Audisho

Hi jwalker, Our stock screens don't contain this functionality, but it can certainly be added via customization. If you're looking for a reference on how to create this functionality, I suggest you have a look the process for generating an invoice from a sales order. I believe that you would need a screen like the one you see after ...

Hi Kirsch Electric, If you've created a custom screen, you can tell Method which tab the screen should appear under by adding a Tab Link. To do this, navigate to Customize > Tabs and locate the tab that you want the screen to appear under. Then select Edit Tab Links..., find the screen from the dropdown, give the link a name, select ...

Hi Kirsch Electric, When you select the 'x' button in the top right corner of a field, you are prompted to delete the field via a popup. Did you perhaps check the "Prevent this page from creating additional dialogs" box? If so, you can re-enable it be closing and re-opening your browser. --Audisho

Hi GroGreen & Mahlon, Thank you for the additional details. While I wasn't able to replicate the conditional statement comments getting mixed up, I did have a couple of the conditional statement comments clear out completely on me. As such, I've created a ticket for our development team to investigate both issues. I'll post back ...

Hi GroGreen, I can't seem to replicate this issue. Are you dealing with several sequential conditional statements or are these nested within each other?  Are you sure that you're not simply selecting the wrong action to add notes to? This would be a very easy mistake to make when dealing with several conditional statements in a ...

Hi Ying, Welcome to the Method forum! Unfortunately, signature implementation is not available in Method. You could however, use a 3rd party application to capture customer signatures and then upload the document to the customer profile in Method for your records. I hope this helps. --Audisho

Hi Rob, We do not integrate directly with Constant Contacts. If you’re able to export your data from Constant Contacts to a CSV file, then you may be able to import it into Method using our Import / Export tool. You can find our documentation on using this tool starting with Solution No. 716 in our Help Center.  Please have a look at ...