Method Community

Hello Frank,  Thank you for question. While keeping in mind that Method:Donor has not been completely vetted vetted for users outside the United States, it seems like you are looking to do the following below:  1. Create a report  2. Report must be able to provide list of donors, and the total amounts they have ...

I have happily used the contacts app to hold our customers/contacts/donors. I have set up some tags that work fine and I can select the donors for various attributes. I then tried to create a selection of ‘donor, amount donated, by date, and a tag. Well I expect you know, I can’t bring in the amount donated and ...

We are having an issue of leads not generating into Method. I have been told by Icona it is not something on their end. This is the conversation I've had with the support team in Method, but I was told it I'm emailing in regards to the issue with your web forms not importing leads into Method. We did some digging through our logs to ...

Hi Kefpa01, Very sorry to hear you are experiencing some difficulties with our screen designer. Completely understand the frustration!  I havent received any other reports of users expereincing difficulty copying screens - so it may be account specific. Would love to dive in and take a look at the screens myself if ...

I need to make an update to a Method:New screen that is currently working.  I made a copy, and did not make any changes at all and tried to execute it.  I get errors right away.  If I try to edit the screen, I see actions that are blank and objects that have blank entries.  I do not know what was there before.  ...

No problem at all Dave! - Glad to hear we could get everything sorted 

Ben - It's amazing how after receiving your response, I was able to fix the problem in like two minutes...but without your response, I've been suffering through pulling my hair out not being able to figure out what I've done wrong for DAYS. Thank you so much for explaining what I did, and how to remedy it. I have a feeling that ...

Hi there Dave S, Thanks for the update! Taking a look into your account now - I can see where the disconnect is here. In the Contacts app - the Edit Enity and View Contact screens are based off 2 different tables, Entity(Customer/Lead/Vendor etc..) and Contact respectively. On the View Contact screen - where you are ...

Hi Jim, Thanks so much for your offer to assist! If I can figure out what I'm doing wrong, hopefully I'll be able to not make the same mistake on other fields I'm trying to add! On the "Edit Customer Lead" page, I've created a drop-down field called "Account Type". I can see it, and I can even select an ...

Sorry, Dave...we were busy with voodoo economics... Can you please let us know what screen and which drop down you are referring to? We'd be happy to hop into your account and have a look on Monday when the team is back in. Have a great weekend!