Method Community

Hi again Errol. Thanks so much for your help so far! After some playing around I figured out how to create the new drop down and even get it to populate with the Team name info. I hope this is my last question....how do I get the employee names to auto populate into the employee/vendor fields using the info from the new drop down box (New drop ...

Glad to help if you can also alternatvely use a more quicker method by Exporting your Contacts table and in the Advanced Script section add in the following IsOptOutOfMarketing='True' for Filter with Script. - Sam

Hi dottie,  This should not be the behaviour of the stock screens but if it is a customized screen it may be a simple fix. For example, it's possible that the subtotal at the bottom of the grid is totalling the Amount column rather than the Balance column. If you can post a screen shot of the grid (or email it to ...

Thanks so much!

With all the madness of the last month, we nearly forgot to let you know about a couple great new features to Method: Tags and a new List Builder. These features allow you to get more done in Method in less time than ever before. Tags help you more easily categorize the people you need to reach and keep track of. They are more powerful than a ...

[quote user="Method_Samreen"] You can do this by going to the Campaigns tab > List Builder  Here you can for Step 1 : select Fill your list with Contacts In the screen presented make sure to check the Opt-out of marketing and all other relevant options that apply and click on Insert ...

Hello Heather, Yes, it makes sense. Unfortunately, from the stock screen provided, there is no way to select another team if one person is the lead of more than one team. However, this can be customized. One could create a copy of the AddEditWorkOrder screen and in the "Time In/Time Out" section you could add a drop down ...

Hi angie, You can do this by going to the Campaigns tab > List Builder  Here you can for Step 1 : select Fill your list with Contacts In the screen presented make sure to check the Opt-out of marketing and all other relevant options that apply and click on Insert Contacts.  Once you have a populated ...

I'd like to export everyone that has a check box in "Opt Out Of Marketing" What table do I find that so I can export to excel?

Why are the the received payments added to the invoices to the bottom line total and not credited?