Method Community

Thanks Ben, Let me make sure I got this. Step one: is to add all the tags we expect to sort by to an existing record in method. Like all the states, Dealer Type, etc. Doesn't matter who Step two: Export the leads contact table with the fields you showed. Step three: Then sort the records so we can add the appropriate tag, correct. ...

Hi Scott, Have you considering using tags for your U.S. contacts?  You mentioned you have been through the Method Help Center articles, you likely came across this article, discussing Tags in detail.  You could first create a "US" tag, which would group all your U.S. contacts together.  You could then create tags for each ...

Hi Jon, Sorry for the late reply.  I'm going to put in a ticket to see if we can only populate these fields (NameOnCard included) if the Payment Gateways is selected, instead of pre-populating them on the selection of the Customer. I'll update you here, Adam

Looking at the second screen, I would change the Where clause from RecordID = Action Result: refnoresult to RecordID = Value from Screen RecordID. An even better approach would be the action I suggested above, if the recordID is available on screen. If this is being imported through the API, where are these actions posted above taking place? From ...

Hi Thomas, Currently there is no way to upload files from ta web-to-lead form. You could set up a custom portal though that allows your customers to sign in and upload documents. Click here for an article about how to set up a portal and feel free to reply here if you have any further questions. Jason

Is there a simple, efficient way to keep track of batch numbers and expiry dates for received inventory in Method? We don't use advanced inventory in QuickBooks. I assume this would involve the "Item Receipt" screen? However, when I view the method stock screen I don't see any history of received items? I would have thought ...

Fantastic, thanks for your help.

The client has it spelled wrong.  Ignore thie qeustion

I am typing in values to select from for my drop-down.  I have a value of Carrollton that is not showing up.   The value Carrollton does have a red line underneath when typed in - I guess because the system thinks it is spelled wrong. It is not.  How can I get this to show?  Is this a glitch? Abbie

Hi Adam, Sorry I was not being clear.  I want to add a website address to the New Customer screen.  We would like to be able to launch to the customers website from the New Customer screen or the Edit Customer screen.  The customer will also become part of the companies website so they will be assigning the member a url to their ...