Method Community

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 ...

Hi Andrew, Can you email me your account name and the report this is happening on so we can investigate?   Thanks, Adam

I am customising the opportunities screen and trying to make the field 'leadsource' a required field. When I try to tick the required box I get this message  'Cannot change the field to a required field as there are currently NULL entries in the table.  Change all NULL values and then you may make this field ...

I’ve just noticed a problen using the October version of Method. I’m print previewing an invoice and the ’Invoice.TxnDate' is being rendered in the PDF as '[Invoice.TxnDate!dd/MM/' When I switch back to the August version it displays OK.

I noticed whilst editing the ’Edit Case' screen the following conditional statement on the 'Lead / Customer / Vendor / Employee Info' button... The Entity.RecordID is retrieved using the FullName from the 'Customer / Vendor' screen value. If the Entity is a customer the edit customer screen is opened in a ...

Sorry for the delay on this - WorkersComp and GeneralLiability are default fields in Contractor Edition. more info... A user refreshed my memory as to some "Contractor Edition" fields not showing in Method.  We use Enterprise 12 - Contractor Edition.  If a QuickBooks user tries to pay a vendor who has expired Workers Comp or ...

Where do I enter the multiple contacts that I want to recieve a specific eblast without having to enter them one by one? I already created tags, can I choose those tags as recipients?

Allo, and welcome to Method’s weekly blog! Or is it bi-weekly now? I’m not sure! Anyway, today is Halloween so a few people from Method dressed up. (I dressed up as a cat because my daughter wanted me to wear ears.) Like our T-Shirts? Also, I recorded myself pretending to be a cat with Alex, who dressed up as ‘Grumpy ...