Method Community

Hello, Wondering if I can get any assistance with mapping fields from a Gravity Form field to existing Method fields using the Zapier app.   I have mapped my form fields to custom fields in Zapier, but it's not clear to me how those would get connected to Method fields.  Perhaps I should use the Method variable names in the ...

Hello Erin, Our support team should be able to assist you with this. Please email support@method.me with your Method Account Name.

April, I know this is a year old, but were you able to resolve this issue? I'm experiencing the same thing and was wondering if you had any insight?

The following updates are now live for users of Method. New Feature QBO Invoice - Sync two new fields Cards and Free Bank Transfer QBO - Sync with Customer-facing company address Regards, Laks

Hello Lindsey, Thanks for reaching out. Out of the box, this feature is not available in Method. The reason why we do not have this in the first place is to avoid mass delete of the data. Because if you delete the activities it is a hard delete and you might lose that data. But if you would still like to add that feature in Method, you ...

Hi everyone. I would like to be able to select multiple activities (checkbox) and then choose an action for all those selected. Fro example I would like the ability to select several activities at the same time then delete them. I was ablet o add the checkbox to the activity from however they is no outcome, I can select them but not do anyhting ...

Hi Jamesvree, Welcome to Method! Can you provide me more detail about your workflow? When you say about deals, what are you referring as deals in Method? Also, with every Method:New account, you get one free hour of consulting with our Consulting team. If you would like to use that free hour to learn about how to customize or have ...

Hi all I have just signed up to Method and have been entering some customers and opportunities with the retrospective line items. I want to be able to see the cost, sell price and margin's of deals with a consolidate view of deals for forecasting purposes (revenue, margin etc). What's the best way to get this result? Im not sure if ...

The following updates are now live for users of Method. New Feature QBDT - Sync Multiple ship addresses (PL-19415) Bugs Fixed issue with URL validation when using the Call Web Service action. (PL-20010) Regards, Laks

That's perfect!