Method Community

Hi Cathleen, I believe you are looking for the Listbuilder tablink, located in the Campaigns tab.  Using Listbuilder, you can generate your list of who you want to include in your mass email.  If you already have tags setup, you should be able to choose the tag name you want to use, and the Listbuilder will only include contacts with ...

Hi Aaron, As I discussed over email, you have one seven digit reference number that is formatted like this ######-#. If this number was 123456-1, Method would calculate the next reference number as 1234562, not 123457. One solution is to change the seven digit reference number back to six digits. You may also be able to customize ...

Hi Aaron,  There is a setting on your account called Assign Ref Numbers In Method? that can be found in your Method account under the Quickbooks>Synchronize tab link. If this is checked, Method will assign your reference numbers by taking the largest current number and adding one. If this is not checked, Method will wait ...

Hi Greg, As Mark mentioned above, MethodCRM has the capability to meet the needs of multiple departments within an organization.  Using our solution, thousands of users have been able to handle both sales (leads, customers, email marketing) as well as support (using cases). Reporting is also ...

It has come to my attention from our staff, that anytime they want to COPY (CC) select company stakeholders on outgoing messages within CRM, they are prompted to add these stakeholders as individual Leads or Opportunities, each and every time.  Due to the amount of trouble this creates, our staff are electing NOT to copy them at all ...

Hi, If you click on an email link from within Method, Outlook automatically opens up for everyone in our office.  No surprise since we have always used Outlook.  We have recently migrated to Gmail and want to keep Outlook on our PCs for a little while but want Gmail to open up as the default from a link.  Any way to make Gmail the ...

Hi David, Considering your needs, Scheduled Reports may not be the best course of action.  I believe you might be better off using the Report Designer and the Generate Report action to get your desired results. I haven't done this myself just yet, but you can create a report similar to the QuickBooks report in the Report Designer. ...

Hi, I am a new user and  looking for a point in the right directon with this problem. I have tried various methods but now seem to have confused myself. This is my scenario... I carry out annual and biennial servicing jobs to oil boilers. The customer is posted out a reminder postcard about two weeks before the date of the next ...

Good morning,     I'm having an issue with customers not knowing what there balance is because they dont know to look at the "Home" screen in the portal.  When an invoice is sent and they click the generated link it takes them to the "Recent transactions" tab by default and this tab does not have the idiot ...

"An error has occurred. An email has been sent to Method staff. If this problem persists, please contact the Method Team at method@methodintegration.com." I get this message I get when attempting to export/update contacts to mail chimp, I have tried multiple times and with multiple differant options checked. still ...