Method Community

Hi Jesse, You are right! Tags can be used for filtering, labeling, and categorizing your contacts. I think the best way to learn about tags is to read our documentation about it. Click here for our Help Center article, and click here for a blog post entry that includes screenshots. If you still have questions, feel ...

Hi Scott, I am not sure you have resolved this issue yet, however unless I am missunderstanding you, I believe you are overlooking something.  The Steps 1 through 5 of the ListBuilder are tabbed steps, meaning by clicking each of the tabs you can go directly form 1 step to another.  If you were to Click the Tab for Step ...

Awesome, great to hear! - Adam

To anyone following this, we've reached out to Roper724 to look into the issue. - Adam

Nelson - Took me a few days before I was able to dig into this, but I tried following your instructions last night and was unable to get the terms to prefill when selecting a vendor on the PO screen.  Are you able to provide me with screen shots of exactly the actions you are creating and where you are creating them?  I had some ...

I have been having an issue when Method is inputting the reference numbers for both Invoices and Receive payments that these numbers are not in sequence.  Invoices are going to a 7 digit number from a 6 digit number.  There are WO-#### reference numbers in the invoices is that creating the problem?  How about with the receive ...

We just signed up for the 30-day trial, and trying to add items. Cannot figure how this gets done. I know it's possible because I see the pull down available when doing a new estimate. Is this something not available during the 30-day trial?

HI Greg This sounds right up Method's alley.

We are looking at automated lifecycle marketing as a strategy for our new company.  There are companies that support it, but they appear to be sales/marketing oriented only.  We want a CRM that can handle both sales and support.  Building automated tasks for different types of leads, customers, etc. is critical, as well as the ...

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