Method Community

How do I find a deleted customer in Method?  If I delete them, will it remove all of their activities and cases, etc?

Is there any work-around or way to customize Method to track a Customer ID Number which will work with Authorize.net? The lack of a customer ID number is very tough for us because our clients are families with children.  The parents often have different last names than each other or the child.  So when we sell a product for a child, we ...

Thank you for the suggestion, James. We tried that but it doesn't help. One thing we noticed is that we can sign onto one account with no problems.  Once we sign into more, every screen freezes. It sounds suspicously like Throttling from RCN - which is illegal in Massachusetts.

anyone else having connection issues with Method who use AT&T or RCN since Methof switched servers to Amazon?  We get about 15 minutes of connection and then it freezes and we can't access Method. This is true on all of our computers and laptops. But when we go offsite and use Verizon, no problems.  And no, we don't have any ...

I'm using QBO. Thank you for the information. Is there some place in Method Help where I can select the version of Quickbooks I am using so that I can get help that applies to my version of Method and Quickbooks?

When I look in the Help Forum, I see that Additional Information (https://www.methodintegration.com/method/kb.aspx?folder=MethodCRM&article=Edit-customer&id=336) for editing a customer or a new customer is showing fields that I cannot find in my non-customized screen.  Examples include Payment Information (for storing credit card ...

The following was a notice sent to me by Authorize.net.  I don't know the mechanics behind how Method communicates with Authorize... but since our company uses Authorize.net with Method,  I wanted to be sure that everything would still work after September 21st. Security Certificate Upgrades ...

Is there a way to make a Web Form for a current customer or lead?   IE:  Can I make a conditional question that asks them if they have contacted us before and if they say "Yes", it brings up a form that will not create a new lead? Or do you have any other solutions for how to handle the fact that current customers or leads ...

I'm not sure if anyone else is having this problem... I already have a support ticket open for it.  It's a bigger issue than it seems for us because we do dozens to hundreds of sales receipt transactions a day. I discovered that for about the past 2 months (still checking if it's more) if a staff person deletes a transaction ...

Greg, Thank you for your patience and explanations.  In my experience, Method (or at least Quickbooks) does not accept 2 customers with the same email address.  When someone inputs a contact through our web form and uses their email address, will Method still accept this contact with the identical email as the contact that's already ...