Method Community

So wanting to export all our contacts that are synced with QB's into excel so I can merge our other database into Method, using import. We currently have over 11,000 contacts in QB's but when I use the export function in customize it only exports about 4,300 contacts. Is there a limit to how much I can export or am i missing something? I ...

Glad to help! There is an article in the Method Help Center here that provides some more information about the List Builder. 

yep it worked, thanks so much! Is this documented somewhere as I couldnt find that information anywhere? Unless I missed it.

Hi Matt, Just to add to my last statement another important part while customizing is to be careful about changing names Associated to Stock Tabs and Tab Links as changing names can cause issues with actions associated in the stock screens. - Sam

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 ...