Method Community

Hi Rich, Once MailChimp is connected to Method:CRM, you can export all the contacts listed in the grid to a MailChimp list.  The export will respect the filter views and the current search results. So if you search for a particular tag, for example, a "VIP" tag, then only contacts tagged with "VIP" will be sent to ...

Brian, I am looking to do something similar. I have considered an outside end point that interacts with the Method API. We use RingCentral as a phone system and may be able to use their CTI (softphone) product to trigger our search. Please share any progress. Ideally, we would be able to do something like many other CRM's do with the ...

The following updates are now live for users of Method. Zapier System Page Remove repetitive subheader text. Update text 'connection' to 'connections'. Highlight 'Use this Zap' button when moving the pointer over the button. Bug fix Fix an issue for multi-tenant accounts where Purchase ...

The following updates are now live for users of Method. New Feature New Integrations page for Zapier. Users can now launch Zapier or use one of the pre-built Zaps from within Method. Bug fixes Update merge action description in the action editor. Update QBO merge action to support Merge of all ...

The following updates are now live for users of Method. Bug fixes QB Desktop - Fix an issue to support price levels for Items within Group Items. Fix an issue where negative item rates were switched to positive rates on Items. Regards, Laks.

Hi there,  Is there a way to get a grid view of all the opportunities that don't have an estimate linked to them? Ordinarily, I would write a "not in" SQL to achieve this but I can only find information about SQL overrides in older versions of Method in the forum.   Thanks! Leigh

This has been accomplished.

Hi Method team, any update? =

Hi Method team, any updates? --

The following updates are now live for users of Method. Bug fixes Fix an issue to exclude archived line items from the amount calculation. Fix an issue where the amount on transactions involving group items is doubled when created in QB Online. Regards, Laks.