Method Community

I just set up my portal for the first time, tested it it worked fine. How do I go back to the portal login? How do I get customers to sign up?

Thanks Dave.  That did the trick and I did have to play around with the date formatting. Much Appreciated!!!

Jon,  I understand your problem now and was able to replicate it on my account. Unfortunately I don't believe there is a way to add contacts straight to the main contact field from the Outlook plugin. A workaround could be to update your leads in Method by re-uploading the file with the field name Contacts included this time. ...

Hi Matt123, Can you provide a little more clarification on how this process is working for you? So if a Lead purchases the product from an existing customer do you make a percentage of the sale which you would like to track or do you just require the information of which customer sold a product to a lead? - Sam.

Hi Andy, I've let the team know of the accounts. I'll update you here when they're fixed. - Adam

Hi rgatton, I'm just gonna post the results of our offline discussion. The problem is this case is that you have a multitenant account, and you were not passing the tenantid in. Dave

Adam, we are using QuickBooks 2012 and 2013, UK versions. We have a number of managed accounts that would require the update. I will get them across. Thanks.

Hello jdibona, I'm so sorry for the late reply. I wanted to test some things out first. Unfortunately, what you are asking doesn't currently exist in the stock screens of MethodCRM. Furthermore, Tags at this point are associated with contacts (Help Center: Tags). You can implement tags with other tables, however that ...

I imported a CSV of Customer Leads that did not have Contacts included.

Hi CDS_Josh, I'm not advising you to hardcode it. The string you are sending has been hardcoded to sSelectWhere = "ActivityType like 'OB%' and NOT(AnalyzorName is Null) and NOT(AnalyzorName = '') and (DueDateStart >= STARTDATE OR ActualCompletedDate >= STARTDATE)" Since STARTDATE is not a field in your table ...