Method Community

  Hi Nicole, You can use the Method Import / Export Tool to import your leads into your lead list in Method. You can view a webinar HERE that might help. When importing your leads make sure that the field for IsLeadStatusOnly is True.  -Michael  

I and other clients sometimes cannot exit out of QB on our PC because we get a message that says some application (Method) is running and this prevents user from being able to exit QB or open another company file.   Method sync engine has been closed but we still keep getting that message.   Usually we have ...

 I have a list of 100 contacts I'd like to efficiently upload from Excel into Method as Leads only.  Any ideas?   Nicole

 That worked! Thank you for such prompt responses!   Nicole

Nicole- What kind of permissions do you have on that computer? Are you an admin? Try right-clicking on the install file MethodOutlookAddIn.exe and select Run As Admin. If you are still having issues email me and we can setup a time for me to connect to your computer and take a look at this issue. -Michael

 Thanks Michael, I did try that sequence from your suggestion in another forum.  Unfortunately, the error still comes up - and that's all it gives me.  I'm not sure if it helps to know that it's written in a command prompt window. Nicole

Nicole- Is there any more to that error message or is that the full message? Can you try the following as well:     Open Internet Explorer Click Tools > Internet Options Click Security tab. Click Trusted Sites Click Sites Enter https://methodintegration.com in the Add this website to ...

Leah- What merge fields are you trying to use? Which screen are you trying to Merge them from? If you are using list builder it currently only supports merging of fields from the ListBuilder table and the Users table. -Michael

After saving the add-in the my desktop and beginning to Run for installation, I get a message that reads: "Installing Certificate... Failed to install certificate."  I can't get any further.  Help?   Nicole

When creating a mail merge e-mail campaign, I experience trouble in identifying the run a Character Function action. Could someone help with this?