Method Community

Hi Ben B, The Campaign feature in Method is used to record how that particular contact/lead became a customer, i.e. from a Newspapwer campaign. The way that you'll be using it is different as you're assigning customers to a campaign, then you want to assign them to another campaign for another purpose, and potentially assign them to ...

what is the proper way to have a sales order move to invoice.  I see that I can creat an invoices under the sales order, however under invoices is there a way to show what has to be invoiced and what has been invoided.  We have a client list of 200 but when I go under invoices there does not seem to have a way to show which companies ...

April, Have you tried clearing your cache in either browser?  I'd also try Internet Explorer and see if it happens there.  - Adam

You can set the email credentials by going to Customize > My Account and clicking on Default Email Preferences. - Adam

Hi Blake, No there aren't any actions that clear the manual filter criteria on a grid, you'll have to click little orange button you're referring to on the top right corner of the grid. - Ashur

Hi Adam, I was using Firefox tonight adding a record to a customized Edit Opportunity screen and when I clicked on Save&New, this is the message that came up: An unexpected error occurred while processing the results in your browser. If this issue persists please contact your method administrator. This has been happening quite a bit in both ...

For the New Lead screen, we need to have a few checkboxes or equivalent. One is a true/false type: "Xcel customer yes/no?". This one is important as it is a field that needs populating when I import the csv file. Using my test file with one entry, I can't seem to match this field to the checkbox I have created on the new New Lead ...

Where is this done in Method in order to enable the sending of emails from the system? Thanks, E

if there is any filter criteria in a grid, can I clear it out from a button using an action...rather than clicking the little orange 'clear criteria' button in the top right of a grid

Hi Fast Eddie, When you create items you can dictate whether they are taxable or non-taxable items. If you have items that are not set to non-taxable but need them to be set to taxable you can modify the items, is this is what you're looking to do? - Ashur