Method Community

Scott, Unfortunately in order for these tags to show up correctly in Listbuilder for Leads, you would need to manually add them from the EditContact screen for each Customer Lead.  If I can get any further information on this, I will reply directly to this thread. -Ben

Hi Charles, Can you email me the screen this is happening on?  The only other thing I can think of is that you may have selected the wrong grid. - Adam

Method Team, I added a new tsxt field to the customer table - it showed up in the customer table list of available fields - it showed up in the screen customization window for new customer - I have used it on the screen for customizating - I am testing for it saving the field by exporting the field to excel and it will not export the ...

I have sucessfully merged the County with State from my counties list, using character functions as you suggested. Thanks for that one. I have also done it with CompanyName and RecordID from Contacts table and put results into a third one called "CompanyWithID". When I export the table and search for duplicate entries in this column ...

We are looking for a way to restrict access to the CRM for certain users, after a certain time of day.  I haven't been able to update the Users table without getting an error.  Is there any (efficient) way to accomplish this? Thanks, Garrett 

Ben,  These are Customer Leads, importied into the Customer Leads table.  in order to futher pusue. within Method. Thanks Scott 

Scott, By default the Contacts table should have the Taglist field, are you sure you aren't importing to the "Customers" table, or any other table?  Please confirm. -Ben

A user asked how to add a filter to a dropdown. Specifically he wanted to filter out inactive employees from an employees and vendors dropdown list.  Hi Shawn, To customize this screen, open it up in Method and right click it. You will see the option to customize. The next screen you will see is the screen designer (click here for a screen ...

Yes, I saw that but added a new action--first tried as the first in the action set, and as the last one as well. It just doesn't seem to be running for one reason or another.

Ben, All seemed to work well, did the export but didn't have a TagList field to export. So I created a column on the exported spreadsheet named TagList.  It matched your example. Then filled it with the appropriate tags we wanted. Did the import without errors. However it didn't import the TagList field. When I'm on the ...