Method Community

I created a custom sales order using the Method Integration Report Designer which looks great.  I want to be able to email this custom sales order document that I created. I'm not looking to send one of my suppliers a portal where they can download. I want the custom document attached as a PDF in the email. How do I get the document ...

I am trying to figure out how to import an xml file to populate sales order fields. GoCanvas.com fields can be exported to an xml file.  I want to import that to Method CRM and use the data to create new sales orders. I also want to attach the pictures from GoCanvas.com to the customer's document link.

I thought that is what i needed to do. Here is the work flow I want to create. Create new lead. Lead is converted to a customer. Customer information and associated work order is entered. Work order could be roofing material, labor, guttering, repair work order. The work orders are then merged to a template that is easy to read and ...

I am wanting to know how to create a new tab called Roofing.  Under that new tab, i want to be able to enter data into fields. This screen needs to be linked to a customer. Each time i click on this roofing tab i want to be able to either create a new roofing order or lookup previous orders by customer.  I know how ...

Thanks Mark and Jonathan. I am up and running with both GoCanvas and Method CRM now.  I want to do the following: Method CRM - Lead information (Name, Address, City, State, Zip, Phone, Email) is sent to GoCanvas in the form of a Dispatch to salesperson. Salesperson enters info in GoCanvas forms. Submits data. Data is then sent to ...

We are currently considering switching from Verizon to Sprint. Sprint has a partnership with GoCanvas.com.  GoCanvas.com allows us to have all of our paper forms in a digital format. Salespeople use the forms on a tablet, have customers sign contracts on the tablet, and then it sends all the information back to the office or CRM. I want ...