Method Community

"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

I want to set up some tags and test mail chimp but iI dont seem to have a way to add tags,  I checked and the page has not been modified it stock any ideas would be great. Thanks

Hi wildliferemoval, This message may be in a Conditional Warning action. Since you get the message when you press Upload a New Document, the action is probably stored inside this button. On the New Customer screen, it looks like this: If you change the highlighted text to Vendor instead of Customer, this should solve your ...

Perhaps I should explain  little more of what I am trying to do. I have the Google app but  I would like to make sure all of systems over and above Method & Quick have all my contact info.  Seems like Google apps is a central point that my cell ;phone (blackberry Q10) , My phone system (Ring Central), My Tablet (blackberry ...

Hi JWS, You might have already found the answer to this over the weekend, however you should see a new screen named the same as the dropdown you created.  When you create a new dropdown, it will create a new table for that dropdown, as well as a new screen.  If you go to the Customize->Screens area you should find the new screen ...

Dear Support Team, I am a new in Method. I have tried to create an Estimate in CRM and sync with Quickbooks, but I have received this message in Quickbooks > Resolve Conflicts: Could not add/edit the Estimate 'RecordID 57'. Click More Info to learn more about which record this is. The response from QuickBooks Online was: -19807 - ...