Method Community

Cleared cache and cookies.  Deleted the box and re-inserted it.  Still does not work...  Had 3 quotes due this AM and cannot even send a simple basic quote....  Extremely frustrated with Method. It's slow, not user friendly, and now doesn't work.  Awesome.

I added an image to the standard estimate screen....  Yes when I select Print Preview it does this.

Same problem in IE

Some days it works, and my images show up, some days I get a red X.  This has been happening for some time now.  It does it both in classic and new. Is it an issue w/ Chrome?

Esssentially when I send a quote, I'd like to be able to select the contact I am sending it to.  Right now I can't select a particular contact if there are multiple contacts for an account....  It would be great to have a drop down to select the contact for the account when sending an estimate. A good example of the email ...

Will we be able to create an estimate from the opporunity page?  There used to be a tab for Estimates but it's gone. Also - in Method Classic I inserted a Rich Text field for quote description that allowed me to browse my PC for an image to upolad.  I did the same thing with Method Beta but the image can only be linked....is there a ...

So I've been using Method for a while now, and I like it's capabilities....it's one of the few that interfaces with Quickbooks, and it seems many are running from the QB interface....hopefully Method keeps it up... Few things I'd really like to get more info on as these have had me actually looking for another CRM... 1.) ...

If a customer contact has existing estimates, when I click on one to view it, it takes me to the "new" estimate screen and does not bring up the existing estimate.  The only way I can view existing estimates for a contact or opportunity is to go to the estimates list and search....the link isn't working even though it's ...

Nevermind I figured it out - needed to change it to "display as HTML editor" Works good now

In method old, I created a "quote description" field where I could insert pictures, format the text, etc....  When I try to add the same function to Method New / Beta, I do not have the option for formatting or adding pics...  Any way around this? Thanks