Method Community

Hello Mike,     When you create an estimate, you can select 'Email notification when saving?'.  This will send out the estimate to any contacts under the customer that does not have 'Opt Out Of Billing?' checked.  To figure out what contacts have the option checked, go to the Customer edit page and choose ...

I had already done a full sync and clear to see if that helped and it didnt. In fact we now have 455 conflicts, its finding lots of duplicates :( . The error message we get now is slightly different as well. The record has been modified on both Method and QuickBooks. Please decide which record you would like to keep. More detailed information: ...

Thanks Ben, that totally worked.  I didn't use the Check Rows because on my Grid I needed All rows but other than that I was able to get my list.  I tried this originally but I didn't start the Action Result before the Grid Loop so that was definitely the key. Also I like the Show Message function to see if I'm collecting ...

The issue iI am having is there does not seem to be clear definitions between what constitues a case and what is just an activity. Or how somtimes items are just entered as activities and not a case/opportunity. Does someone have a flow chart that would show the questions that should be asked to determine how iI need to log an email or ...

I have merge fields into email templates working great even with my custom tables -- mostly great, there is one issue. If we have two fields with similar names, let's say CustomTable.field1 and CustomTable.field10, then merge fields will never replace "field10" -- instead it replaces "field1" and appends the ...

So, that's *slightly* helpful, thank you. Really, a little documentation would go a long way here; or are you determined to be one of the most diffcult APIs to integrate with on the market? Here's where I'm stuck now: inserting new contacts for existing customers. Here's my workflow: IF Contact does not exists in ...

The following question came in via email I am trying to make our test session as useful as possible and we are uding a custom table in our current CRM to track software registration information. When I am adding a table to the system and I try to create a LINKED field, which is supposed to link the new table to the customer table. But the ...

I am being asked for a "Customer" report including: Alternate contacts (email addresses) List  Monthly fee Invoicing/subscription date - A complex query/join to the InvoiceLines table? Pseudocode maybe like: DayofMonth(Max(TxnDate)) where InvoiceLine like "*Monthly*Fee*"  Items Owned - A list of items from a custom ...

I am importing new leads into Method from an excel spreadsheet.  I'm still a new user so I have only done this once before.  So right now I just have one group of leads in Method.  I have 2 more lists to import.  I need to be clear how when I import new leads, to keep them seperate from my other leads.  Are assigning ...

I would like to create (or have created) a method CRM application that will evaluate: Customer A has not ordered for X days.  Send him an email with product suggestion, discount code etc.   Customer B ordered  product M,  send him a thank you and recommend that he consider product N, with discount code.   Method will ...