Method Community

Is it possible for me to be able to create, or if there already is, an action or button to pull the lead information into an email or even better make an email template  that I can then send to share that information? Almost like outlook does with sharing the contact info in a business card format or something with similar information? Matt

Hi jdibona, The screens have changed in our current version from the video you are referencing, for your first question  Are the Customer Center/Vendor Center/Employee Center screens stock screens available to me? Yes while the Customer screen is a stock screen again please be aware the screen has ...

Hi Jennifer, This really depends on how you wish to approach this.  If you were to import each lead, several thousand a year, and few of which become actual leads then you may have thousands of dead leads in Method.  You can certainly do this, then possibly design a screen to 'purge' the list once in awhile. The bigger concern ...

Thanks Mary for the suggestions! Ben - Mary is correct in that there is an exporting limit of 1 million cells. The reason we have to throttle this feature is because if someone performed a massive export it could slow down the servers and therefore affect the experience of all other users.  If you need to export a file with over 1 ...

I am still in my trial period and, when watching the "Introduction to Customization" webinar presented by Amanda, I notice she has various screens such as "Customer Center", "Vendor Center" and "Employee Center". I know how to take the first section of a screen and place it to the left and show ...

I'm still in my trial period and trying to figure out the best way to handle multiple, large lists of cold/barely warm lists. A few times a year I receive lists of anywhere from 100 to a few thousand names that usually includes a name but then only some of the following info: company, address, phone, email address. Although the ...

k, ill take off some fields, that forum link didnt work for me by the way.

Hi Ben- Yes, there is a limit to how much data you can export at one time., based on a maximum of 1 million cells.  If you are using the Import/Export function under Customize - Integration Tools, it will show you how many records will be included in the export.  The more fields you include from a table, the fewer records can be ...

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.