Method Community

Hi! On the Opportunity screen I have a button that triggers a new activity based on the Opportunity.  It populates the Contact information at the top correctly, as well as the comments and type.   But, I want to be able to automatically poopulate the "Link to Existing Opportunity" field, as this is created from an ...

Hi, We do not allow users to create invoices in Method, but they can view existing ones.  Is there a way to edit the default App ribbon to deactivate the "new" button next to Invoice when a contact is viewed?  I have already worked within the Invoice app to not allow new invoices to be created, but I can't edit the ...

Hi, We do not allow users to create invoices in Method, but they can view existing ones.  Is there a way to edit the default App ribbon to deactivate the "new" button next to Invoice when a contact is viewed?  I have already worked within the Invoice app to not allow new invoices to be created, but I can't edit the ...

Hi! I'd like to take over one of my users accounts to do some testing.  We're revising our sales process, and I need to see how to make appropriate changes within Method to accommodate that.   But, I don't want to add a new user and I want to be able to see any reminders/emails that would be generated by stepping through ...

Hi,  We've been using web to lead for a while, so this is not a new issue.  When someone fills out the form, duplicate records are created within Method's Activity List.   One record is catgeory "Web Comment" the other is category "Other", both created at the same time with the same information, but ...

Hi Ben,   We are trying to implement a script that renders when a user successfully completes the form and the Thank You Message displays. However, when inserting that <script> in the Thank You message via the Insert à Source Code, the non-text content is being stripped by the wsywg editor making it impossible to ...

I'm working with the web to lead form in the new version of Method.  The classic version allowed a check box to redirect your lead after they submited the form to a specific url.   Is there something comparable in the new version?  I looked at the action list that is tied to the Submit button, but didn't find a straight ...

I'm trying to test guest access to setup online invoice payment.  I created a test customer with a test invoice, and added an email address.  I shared the link with that test customer, and was able to follow it up get into Method.   Method prompted me to create a guest account, with a password.  Once I did that, I get the ...

I'm trying to create a report that shows all invoices that are paid for a specific time period - example all invoices paid from 03/01/2016 to 03/31/2016.  We calculate commissions based on a/r, so this is in essence a report that sales reps could pull at any given moment to see their status for commissions.  As my Master table ...

Simplemachines is helping us with this form, and we only hid fields on the form - no other programming changes have been made.