Method Community

 I set up my email signature in Customize Users screen.  But it does not show up in outgoing emails.  I've BCC'd myself on some and the signature does not go. I cannot locate a button in the email writing activity screen to add the signature either.  Is the signature set up only for templates or can I just write a ...

I imported a CSV of Customer Leads that did not have Contacts included.

I've started adding contacts to company leads that I have in Method already using the outlook plug in.  The problem that I am having is that they are all going to secondary contacts as there is no main contact associated with each company yet.  Therefore when I go into method, there is no contact listed and it prompts me to list a ...

No not any custom screens involved.   I have the codes and rates set up and synced via Quickbooks and all customers coded as Taxable.  I have a simple item selection via payment gateway online and would like for the amount the customer is prompted to pay when entering their CC info to be the Item+tax amount that calculates when I ...

We had our website payment gateway integrated via MethodAPI to pull items from Method (that were created in QB) and their prices etc.  When we run test purchases however, despite sales tax rates and codes being set up, no sales tax is being calculated, paid for, or being added on the sales order (which is where the sales are being ...

When I log an activity via the outlook plug in, is there any way to log that incoming email and also hit a check box to send an email at the same time like with New Activities screen within Method itself?  Essentially I want to log both the incoming email and the outgoing reply in one effort so I have documentation of both.

Also, Is it possible to use 2 different Web Forms at the same time?   And if so is it possible for one of them to Automatically reply to the inquirer with a portal username and password to log in and fill out some information? Thanks, Jon

What happens if someone fills out the Web Form that is already in my CRM?  Will it create a new one and then I have a duplicate or would it recognize the name and log an activity under that contact/Lead?   Is it possible to to have the web form automatically create a new lead/activity to follow up on and send me an email notification ...

That did it.  Thank you. Jon

I figured out the on grid editing however I still don't believe I am actually changing that field from the Contacts table itself.  Let me know if you think I'm not understanding the layout of the tables and where the fields pull info from but the "Edit Contact" pop up screen under the "Edit Leads" link in Leads ...