Method Community

Katie, In your email, can you also include an example of where this is incorrect in your account?  This way we are able to see the same thing you are and try and see what is happening.  Thanks!

Katie, Can you please also enable to "Method Support" user in your account?  This can be located under Customize > Users.  

Katie, Can you please email method@methodintegration.com with your company name and refernece this forum post?  I'll take a look at this for you.  I just tested this in my account and it seemed to be working fine.

I am using the import function. I am using importing to a Contacts table. I have tried the copy/paste funtion and also uploading a csv file and get errors eitiher way.  the only time the import function has worked for me was when I used a Customer table but I definitely do not want to upload to a Customer table - just a contacts ...

This is not working properly for us. Our closed won opportunities are still appearing in the pipeline.

Katie, Only stages that have the category of "Open" will appear in the pipeline.  Selecting stages with a category of "Closed Won" vs. "Closed Lost" really only affect reports you wish to generate down the road.  For example, if you wanted to run a report for all the opportunities you lost in ...

The closed stage selected is "Closed Won". Does it have to be set to "Closed Lost" to move the opportunity out of the pipeline?

Hi swm023- I am going to chime in here and hopefully clear up some confusion. I think you are filtering by the wrong field, you should probably be creating your filters based on the OpportunityStage field and not the OpportunityStageCategory field. For OpportunityStageCategory there only only 3 options 'Closed Won', 'Closed ...

Hi Katie- Looking at the graphs on the Home Dashboard screen, they are filtered so that any Opportunity Stage that has a Opportunity Stage Category containing the word "Closed" should not show up. Just to confirm if you go click on the ... next to the Stage dropdown (This should bring up the New / Edit Opportunity Stages screen) and ...

Wylie - Out of interest - can you forward a link to the API that you are referring to?  This will give us a chance to say "never", "maybe" or even "soon". Paul