Method Community

This is an upadate to my earlier post. We have just processed the entire FL list. I ran prefectly. However, now we want to start again and the list builder starts at step 2 with the empty grid from before. I have closed out of Method and re-started and it''s the same result. How do we get a new list builder? Thanks

Hello, We are currently loading up our Leads and Customers as of right now and I was just wondering what exactly the Tags section of the Customer List are. I'm assuming it's tags as in key words for filtering. That being said, how do we enter those? How do they work? Our customer list will eventually become quite large and if this ...

I finally had some time to work on this again and have gotten it to work well. Thanks.

Worked perfectly, Thanks

It has come to my attention from our staff, that anytime they want to COPY (CC) select company stakeholders on outgoing messages within CRM, they are prompted to add these stakeholders as individual Leads or Opportunities, each and every time.  Due to the amount of trouble this creates, our staff are electing NOT to copy them at all ...

Your welcome Ben, you guys earned it. Here's where I'm stuck. I want to start over but can't get back to step one. I have myself entered as a lead so I'm on the list of FL leads. I thought if I just checked my record then selected process it would finish this process and I could start over. However all that did was take my name ...

Hi Lucas, Is there any type of error message when you process the request?  Have you confirmed that the API Login and transaction key are correct? - Adam

Hi Thomas, Unfortunately, this hasn't been any update on this yet. - Adam

Hi JWS, The reason you don't see any information is because you'll need to load the customer information when the screen loads.  What is probably happening is that the actions to load the Address information are not being triggered.  I'd actually suggest a different route to take. If you take a look at our Estimate page, ...

I created a button called "Create Sales Reciept" that I put on the Sales Order page. The button opens the Sales Reciept page but doesn't transfer the customer information. Mainly the Customer Name. I have the sale reciept line to enter a default item and description. Normally when I click oo a customer in the drop down this ...