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Matt,
I was taking a look at this again and I'm not sure if I quite answered your question. Can you outline your end goal here? Are you looking to create a dropdown using the contact name based on a another table? If so, you'll need to first add the Contact.RecordID and then link in the Contact.Name field. ...
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We've been using Method Integration CRM for 2 months now on a test Quickbooks company file. The Quickbooks company is an Enterprise 12 version.
We have recently noticed a very slow response from our Quickbooks company file. Last night, as a test, I shut down the Method Integration sync and the performance issues appear to have gone ...
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Hi Matt,
How are you creating this dropdown? If this is based off the contacts or customer table you should be able to select the fullName field. As for filtering the dropdown, you can do this on step 5 of the dropdown wizard.
- Adam
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If there are inactive contacts are they still considered duplicates by method ie. when creating a dropdown you cannot make it show the fullname option?
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Hey Jessica,
No, you don't need to customize anything in order to utilize the Import/Export tool. You need to access it through the Customize tab, I've responded to your email.
- Ashur
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Just to clarify: When you edit your email template, click the Insert/Edit Image button on the toolbar. You'll then be able to upload the picture to your account database and use the tag I mentioned.
- Ashur
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HOLA-
So I am trying to export activities from a specific campaign. How do I do this? Do i need to create a special customized import/export button? HELP!
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There's actually another solution for you, when you uploaded your image originally in your email it actually saves to your account database so you can use the below tag to get your image to display. *Note: You need to replace the MyAccountName part with your actual Method Company Account name, you'll also need to ...
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The picture can't be stored on your local computer, it needs to be located on a server that is publically accessible by everyone else on the internet. If you don't have access to a server to store your images on then look for a free image uploading/sharing website to use. A great website we use for uploading images is ...
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Hi Andy,
This has been fixed in the March version of Method.
- Adam