Method Community

Hey Tmatheny, I believe you are using QuickBooks Online. QuickBooks Online never completely deletes a customer from their records - they simply list them inactive.  I would start by exporting your customer table inside Method. With your exported data update the FullName field for the ones that were supposed to be ...

Hi alatimer, If you want to simply export all of your leads in Method, you can do this using the Import / Export tool. You can find this by navigating to Customize > Integration Tools > Go To Import / Export. Select the Export a table to a file option and select the Customer Lead table. You have the option to select which fields to export ...

Hi Dave, The easiest way to do this would probably be to export your Customer table and do a compare in Excel to find the duplicates. You could then create two separate lists for import, one for updating current customers and another for creating new leads. You could also create a custom table in Method and import to that, then create a screen ...

Hi BVS, You can accomplish this by using Tags from within Method. First, take note of the customers that you would like to email. Then go to the Customers > Customers and Contacts List screen, search for each of the customers, and click the Go To... link to the left of their name. When in the Edit Customer screen, scroll to the bottom ...

Hi BVS, I can explain a way you could do this using Tags in Method, however there is no quick way to do this directly from the Listbuilder screen. What you could do is first, make a list of of all Customers you created this invoice for, on the specific date.  You can find this out by going to Customers->Invoices, then in the ...

Hi Jennifer, This really depends on how you wish to approach this.  If you were to import each lead, several thousand a year, and few of which become actual leads then you may have thousands of dead leads in Method.  You can certainly do this, then possibly design a screen to 'purge' the list once in awhile. The bigger concern ...

[quote user="Blake C"]Something that will allow login, but direct users to a screen with a message about the temporary down time?[/quote] In short, no but what you could do is temporarily disable their login from the Customize > Users screen under Edit for the user you want to disable. Click the Login is Active checkbox ...

  @MLDV - Welcome to our forum If you are using our import / export tool then there was a link to this topic, in our Method CRM Help Center HERE. I want to emphasis on the section on "Special case : Customers, Vendor and Leads. [quote user="MLDV"]I manually deleted all of the leads.  When I tried to reimport them ...

Hi emiller, Just curious, did you import these records using the Import tool? Or did they come in from QB during the sync? Also do you know what table are you dealing with? Depending on the Method table involved this could be easy, difficult … or not possible at all. If the table is Method only data (a table that does not sync with QB) ...

John- [quote user="John M"]1. I looked around my method account and in here on how to get link qbo to method and i could not find anything. Do i need to call this in for instructions?[/quote] When you sign up for QBO you will have access to install Method through the Intuit App Center. [quote user="John M"]2. If I am using a ...