Search results by user ID 6153

Re: Document types

SWiles — Fri, 25 Oct 2013 15:21:41 GMT

Ben, thanks. I'll experiment with the zip option. Though it would be really nice if method supported a TXT option. - Steve

Document types

SWiles — Fri, 25 Oct 2013 03:29:45 GMT

Hello,

Is there a way to save into the document storage file types that are not listed?

Re: online scheduling

SWiles — Thu, 24 Oct 2013 20:13:13 GMT

Jason,

We do residential remodeling. Clients use us for additional projects in the future, but the frequency is often years between. In other words, they would not be login into the portal but just the once, or twice if we did the job. Then, by the time they were ready for more work, they pretty much would be starting over again.

Admittedly I am new to Method, but need to ask a stupid question...what is so great about the portal? Your solution sounds like a lot of steps just to get the client into the portal. So why?

Steve

Re: online scheduling

SWiles — Wed, 23 Oct 2013 21:42:36 GMT

Interesting thought, but would that require them to be a customer first to have access to the portal? I want a way for a new customer to schedule an appointment and enter their basic information. Basically I want them to be able to complete the Web-to-Lead and schedule appointment at the same time.

online scheduling

SWiles — Wed, 23 Oct 2013 20:37:20 GMT

Hello,

New user here. My name is Steve. We've been a long time QuickBooks user and in finding Method can finally work with QB outside of the office. It's great. My question is, idoes any body knows of an online appointment scheduling system. I would like to have clients make athier own appointments and enter the basic customer informaiton. Any help or suggestions would be greatly appreciated.

Steve