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I recommend that you start your list again from scratch. Remove all entries in your list on Step 2 by clicking the Remove All button at the bottom of the screen, then go back to Step 1 and build it again. If you're still seeing duplicate contacts in your List Builder but not your CustomerList then enable the MethodSupport ...

[quote user="Blake C"]How do you create a new Job for a Customer and where do you see a list of these jobs?[/quote] To create a job for a customer you'll need to already have the parent record added in Method.  Say I have a record for Barney's Bakery and I need to add 3 jobs each with different contractors under them; ...

@Rolf If you like us to review the issue further and your work-around then I will gladly forward it to our developers. Please email them to me and we will examine it further. [quote user="Rolf"]how do I do a count of the number of records matching my criteria in a report?[/quote] As far as counting the number of matches, there is a ...

I found one small thing in the code, relating to multi-tenancy (franchises), that may have prevented a really old Method account from seeing their sales reps. I've applied a hotfix to the gadget. Can you try now? If that doesn't work, I'll need you to PM or email me the Company Account so that I can look further into it. Let me ...

@Arnie & @Viret - Thank you for finding this. You are correct, this field should be optional for portals.  It is only required for Email opt-outs (a new feature which BTW is pretty cool - read about it here http://www.methodintegration.com/method/kb.aspx?folder=methodcrm&id=165). While it is not required, it is still beneficial ...

[quote user="smohyee"]And for that matter, why can I put html code in a user's email signature, but also enter things like newlines and other whitespace like it was a text editor and have it show like I put in the appropriate html tags?[/quote] The editor provides everything plus the kitchen sink.  It's extremely robust ...

KieranD - The steps above shouldn't be above your ability....you don't have to do any coding (that's all done for you), it's just a copy and paste. It looks waaaaay more intimidating than it actually is.  So just keep that in mind for the future. Google Apps - our company also runs on Google Apps.  So, yes, we know ...

Michael, Of the three test activites I made, two are due 10/4, and one is due 10/11. One of the 10/4 activities is "In Progress", the other is "Completed". The expectation is that I should be able to see the 10/4 "In Progress" activity, but I can't see any of them using that filter. I'll email you the info ...

Hi debwiddi, I’ve moved your post to the Method General Q & A since it is not related to the sub-forum for Professional Services. Thank you for the response but I am not able to replicate the same issue that you are having. Are you using one of our original screens or is this a custom screen? If they are original screens, I can ...

James- If you are looking for List Builder it is now under the Campaigns tab. In Method you can't convert to Word but you could create a PDF(Report) using the Method Report Designer based on the SalesOrder table and use the new tables you created as detail tables for the Report. To actually generate this report you would use the Generate ...