Method Community

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. 

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 ...