Method Community

This is a guest blog by Advanced Certified Consultant and Method Solution Provider, Mark Crews. The Cloud Consultancy team is just back from the 1st Method Solution Providers (MSPs) Retreat, adeptly run by Scaling New Heights. Over the course of the retreat, we had a chance to preview the next generation of Method, and participate ...

This was exactly what I needed. Thanks.

Great to hear Andy!

That makes a few things a lot clearer. You learn something new everyday. Many thanks.

Hi Andy, They are not exactly linked, more like one in the same.  The Customer table is actually just a view on the larger Entity table.  The Entity table contains all of your Customers, Leads, Vendors, Employees and Other Name records. When you look at the Customer table, you are really just looking at a filtered Entity table. ...

Great. I'll keep you posted. - Adam

Thanks Adam. User is enabled.

Thanks Andy. I'm going to blank out the account name on the forums here.  Can you also make sure the MethodSupport user is active? Thanks, - Adam

The account name is '******'. The report is '****** Invoice and Work Order'.

Hi Cathleen, I believe you are looking for the Listbuilder tablink, located in the Campaigns tab.  Using Listbuilder, you can generate your list of who you want to include in your mass email.  If you already have tags setup, you should be able to choose the tag name you want to use, and the Listbuilder will only include contacts with ...