Method Community

Ah!  That makes sense, thanks. No, what I put into Addr1 didn't move to Addr2, I was testing with Addr1 and Addr2, Addr1 disappeared (or sometimes got replaced by CompanyName) and Addr2 stayed put. Perhaps you can just advise me on how to do what I need to do. Via the API, what I'm trying to add is a Lead, not a Customer. The lead ...

I have a customer portal & a new lead page on my website & I try to explain which one each person should use and I am not being very sucessfull. Customers already in my date base will fill out what is in effect a new lead.  This will add a duplicate customer & dulicate email address to the database. I would like to let them ...

Hi Romina, The issue here is that I am not sure we have access to the multi-currency option available in your Quickbooks version.  Method only has access to sync with Quickbooks fields that the Quickbooks SDK will allow 3rd parties to have access with.  Could you send me an email to the address in my signature with your CompanyAccount ...

Thanks for the awesome response Mary! David - You can look into merge fields which grab data from a particular field in a table. For example, using the Customer.FirstName merge field will display the appropriate customers first name in the email in place of that merge field. Customer representing the table, and FirstName representing the value ...

I would like to know if its possible to have Method CRM automatically email out a series of reminder emails to customers that are overdue on invoices?  For instance, on the day any particular invoice is 5 days past due, an email is triggered, with a particular message, and sent to the billing contact on file.  And then to have this same ...

I do have a question about reopt. From your instructions "WARNING: Your contacts will receive an email from MailChimp asking them to confirm their subscription to your list. Therefore, do your testing wisely! We recommend making a tag called ‘MailChimpTest’ and assigning it to a few internal test contacts, and only choosing this ...

Rodsstuff, The Company merge field is used on serveral screens, it just isn't included on the Activity screen.  As a test, could you create a case, and make sure to check off the "Email Case notification to user when saving?".  Save this case and see if you recieve and Case notification email. ...

Hi Andy, The IsToBeEmailed and IsToBePrinted fields are synced with the same fields in QuickBooks. Basically, if you check them you are flagging them in Method to be emailed/printed in Quickbooks later.  The actions for the Email notification when saving? checkbox is actually placed in the Save ...

Thanks, The only way i see is to email my customers that i can retrieve on the work order list soe for example if i select all work orders in date range i can get a big list of customers who have had servies performed, the problew with this method is there are many duplicates, how can i email thru method from 1 customer list? and how many can i ...

Sales created an opportunity and created an activity for another employee to visit customer. The opportunity did not appear for the activity assignee nor was an email generated (even though the email box was checked. Does an opportunity/lead to be converted to a customer for the normal activity assignment to work or was did we do something ...