Method Community

What about the calendars for these non-sign in users? They would not have a calendar to sync to Google calendar, right? Speaking of Google calendars... Can you add other users' Method calendars to your own Google calendar? From my calendar, I can see all users from Google Apps, but those calendars don't mean anything since they dont' ...

Hi, I would suggest making a copy of the Listbuilder screen and looking at the actions on the Process All button.  In the action list (at around action 23) you will see the Character Function being used and specifically the merge fields function.  What this does is it takes database terms in the email template (your merge fields) and ...

if there is only one contact for a lead when I click the button for edit contact it blinks the screen for 1 second and then is gone.  The edit screen will not stay up.  If there is more than one contact in the customer/lead it will stay up.  I am using google chrome.

Matt, You won't be able to delete the field since it is used in other screens.  Can you exit out and make sure all screens are closed properly, and try regenerating both the contacts table and the entity table?  Then sign out and sign back in again.   - Adam

I'm important several lists of leads and many of the people are on more than one list.  I know that I need to have the field "IsLeadStatusOnly" marked as True to be a lead and I understand that if I check the box "Update existing records by matching the key fields"  that it will put the info into the lead ...

Hi PetzLife D, I've moved this to the appropriate forum to be answered Dave

You'll probably want to check out this article: http://www.methodintegration.com/method/kb.aspx?folder=methodcrm&article=Method-Server-Installations&id=251

We currently have the Method Integration Engine for Use with Quickbooks installed on an individual user's computer (Intel Core 2 Duo E6300, 3 GB of RAM, Windows 7 Professional).  Neither the CPU or RAM on this machine is maxed out, but the Integration Engine has greatly slowed the computer down (from booting up to using Quickbooks, etc.), ...

I am having trouble importing a customer list from Xcel.  I had to change the "company name" column because there has to at least be a "name" column.  Fine, I get that.  But then when I went to import it, I was declined because I can't "have an empty value in the "name" field".  It ...

Hi,  I am new to Method but have used a number of other CRM;s in the past. I have not ever been the responsible party to set up the "behind the screens" until now.  I get the concept of the merged fields but I have no clue what to do to set them up. I see the Character Function Action needs to be set up but ...