Method Community

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

Thank you so  much for your help. I can make that editable right? And then link it to the contacts form so the informtion is then converted over once they go from a lead to a contact? You have been a great help... I really appreciate it...

how many emails we can send thru method thru our google account at 1 time that will not get me in trouble for spamming

Hi babbott,  This is a feature that is currently not built into Method but can be added through some customization. You could start by creating a new screen that is based off the DocumentLibrary table. From here you would have to add the Document field and a grid and retrieve the selected document in a Send ...

Hello, Sorry, to clarify, make sure that it's a custom TEXT field within the table itself.