Method Community

Is it possible to add a document/attachment field in the Customer Edit screen (say, in a Documents section?) Thanks

Any updates regarding the support of inventory sites? For me, this will determine whether I can continue with the Method platform. Thanks in advance.

I recommend that you start your list again from scratch. Remove all entries in your list on Step 2 by clicking the Remove All button at the bottom of the screen, then go back to Step 1 and build it again. If you're still seeing duplicate contacts in your List Builder but not your CustomerList then enable the MethodSupport ...

Thanks Ashur. The only problem is that there are an upwards of 30,000 clients and over 45 types...is there any other way around this?

I create an export to PDF for my workorder list.  I can't remember where I go to edit which feilds pull over to the the export.  HELP! I need to remove  some fields form the export but not th screen.

Hi taurusgardening, I've moved your questions to the appropriate forum to be addressed   Dave

Hi Matt,   This issue should now be fixed   Dave

Hi jessicagoodwin, The other customers aren't being deleted, they're just not being displayed because you're filtering by 'Type'. If you remove the text in the filter box and click Cancel on the bottom right corner of the grid, the original list will show up. Easiest way to include multiple customer types for your ...

Hi there, I acually just filled it with my contacts list, which don't have duplicate entries when you search them under customers. The only time they appear multiple times (sometimes up to 7 times) is when I am in the campaign.

How do I include multiple customer "types" in one campaign? Each time I fill the list, I go through and select the customers to send emails to, then I search a different customer "type" and it deletes all the checked boxes I had previously gone through and selected.