Method Community

Hello Matt, There is a way to classify Contacts with the use of tags: "Tags are a way to assign a label or a category to a record". For more information, please check the Help Center's Entry on Tags. Hope that leads you in the right direction!

Hi Matt, There really is no defined grey area in terms of customization. You can customize Method to your heart's content to match your needs, given, obviously, the customization being done is within set parameters. Things like creating inefficient loops (like infinite loops) or logic that does not fit can obviously cause undesirable ...

I am currently working on ways to "customize" method without changing it too much. Is there a defined line or at least grey area, where after so much changing or customizing, help and/or updates for the CRM become incompatible?

Is there a way to classify customers and then to link them with leads without having to completely customize the screens? Matt

Hi Ben, The ListBuilder is built to automatically populate data from fields with the same name as in the Contacts table, not the Customer table. Try this and let me know if it solves your problem.  - Jason

Hi thepostingboard, Yes, the field can be made editable in a customized screen. I have been assuming that the CSV information is being imported into the Customer Table.  If this is so, then when a Customer is converted from a Lead to a Customer, then everything is retained because there is no difference between the two other than a ...

First let me expand on previous post: If you don't setup your own Default Email Preferences in Method, you do have a limited amount of emails that can be sent which I believe is 500. But if you setup your own email account to send the messages through, i.e. Gmail, then there is no limit imposed by Method. From what I understand you will be ...

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 ...

Hi Innovative, There's no limit in the amount of emails you can send via Method. However there may be a limit imposed by your email provider, especially concerning Open Relay messaging. I'm not sure whether or not Google has any limits imposed, however it would be best to check with them or search for the answer using a search engine. ...

Checked some past posts about this subject and am still unsure how to do this. I have created new fields in customer that I then want to use when creating a list. I see I can add the same field name into the ListBuilder table but then how do I populate that data from customer into listbuilder? thanks