Method Community

Hi Adam, Thank you for your quick reply!  We did all of the things you suggested, checked the "send email" checkbox, and selected to process all rows, not just checked ones. However, I just sent another test email and this time I selected an email template, which I had not done the previous times. For the first couple of test ...

Hi nicolalogworks, There are two things I can think of.  One is that you may have not checked the "Send email?" checkbox on Step 4.  If so, then the emails won't be sent.  The other is that on Step 5 when you process the list, you selected to only process checked rows, and your three contacts from Step 2 were ...

Hi Ben, Thanks a lot for your quick answer. Should I delete first those Vendors with wrong currencies in Quickbooks? Another question: what about new Vendors? How can I select the currency for them when I add them the first time? Thanks a lot, Romina Update: I have exported some Vendor's Records as you indicated. Under the column ...

Hi Romina, I am going to have to look a little deeper as to why certain Estimates and Invoices aren't syncing over, with Currency being the possible issue.  However, I can explain briefly how you can change over the Vendors in Method that you want to be listed as USD Currency.  You can Export the Vendor table, making sure ...

We have tested our default email preferences and received the test email immediately after the test, so our email setup seems to be fine, but when we try to send an email to several recipients through the Listbuilder function, it does not seem to be working.  We did not get any error messages, and it was only a test email to 3 internal ...

"An error has occurred. An email has been sent to Method staff. If this problem persists, please contact the Method Team at method@methodintegration.com." I get this message I get when attempting to export/update contacts to mail chimp, I have tried multiple times and with multiple differant options checked. still ...

Hi Ken,  Click here for some great documentation on Tags if you haven't already seen it. You can add/edit tags from the Add/Edit Contacts screen. Simply hover your mouse over the tags icon in the top left corner. See my screenshot below:  Jason

It took us a little while to find the tag as well - you have to be in the "add/edit contacts" screen in order to see the tag on the top left. If you are in the customer or lead main screen, go to the contacts tab for that customer and click on "edit contact".

Hi Ken, Could you enable MethodSupport on your account and email me the Company Account name?  If you could also indicate which invoices and receive payments this applies to that would be great.   I think the root of the cause is the invoices and not the receive payment.  Are you seeing this error in the Resolve Conflicts screen? ...

Hi Grif, Unfortunately, there is currently no integration/sync between Google and Method contacts. Your best bet would be to import/export as Mary suggested. Hope this helps! Jason