Method Community

on my new lead and new cusotmers screens, how can i make it so when lead/customer is entered that information automatically shows up in the company name field? this seems like a real simple customiztion but when i edit the field and create an action that retrieves the value from the screen for the customer/lead field and update the company field ...

Hi, I'm trying to generate a report using an advanced script filter but keep getting an error. I'm using the SalesOrder table and filtering fields Customer_RecordID and ShipDate. Here is what I'm assigning to an action result: Customer_RecordID IN (100,101,102,103) AND ShipDate BETWEEN 'Dec-01-2013' AND ...

i need clarification on these instructions: "With the recent enhancement of the List Builder tool, you will now need to import another field named AssignedTo which should hold the value of your Method user name for each contact record you want to import." does this mean the csv file i am trying to import i need to add another column ...

Hi Ken, I assure you we do as much multi-browser testing as we can, sometimes issues just come up unexpectedly.  As I said above, this issue was fixed in the past, something recent seems to have caused it to show up again.  Please also keep in mind that this doesn't happen with every user that uses IE or Chrome, only a ...

Ben, Yes after 300 emails with google they all fail?  any suggestions or other provider suggestions? is sending thru method mal server still an option?

Hey Ben, I hope that it's not out of line, and apologies in advance....but it would be great if you guys did cross-browser testing and, preferably made it work, but, alternatively, popped some kind of notice when an attempted action is unsupported? Some could interpret the current situation as lack of care by Method...possibly...

Hi Innovative, I am not sure I completely understand what you are asking in this post.  If you are experiencing issues/errors using listbuilder with your Gmail account to send <300 emails in a day, this should work.  If you are having difficulities with this feature then you would need to speak with either your Method Solution ...

Hi Shaun, Sorry for the delayed response. I'm a bit confused by your question, but if I understand correctly, the "via ParentFullName" shouldn't matter because that's just referring to the dropdown you're calling from. The link should work the way you're setting it up. Naeem

I have tried to use the list builder feature to send mass emails to all my exisiting opt in customers. I have gmail set up as the provider but it only allows about 300 per day and that doesnt work any suggestions

we have had the same problem 2 people in same work order it happens several times a year