Method Community

Hi, The reason some records are not fully deleted right away is that Quickbooks is the master record so to speak.  Since its the master record, we need to check with the Quickbooks file before deletion to ensure there isn't any sort of data incompatibility. We can certainly reset your account if you wish.  By doing this, all data, ...

Hi Method, I am having a few issues with the save buttons on Edit Profile screens. I need to add several fields that are not on the default "ContactsPortal_EditProfile screen. I have most of it working properly. However, (1) the screen creates a new contact, syncs it into QB but doesn't update the original. (2) it does not sync/update ...

New Method User Group starting for Non-MSPs in January 2013 James Baker and I are starting a new Method User Group in January. If you are a Method user and not an MSP and want to network with other Method Users and learn, please send me a message or email to join. We’ve asked MSP's not to join because they have their own user groups ...

Hi, So I know when I create a campaign, the merge field should say, ListBuilder.(name of feidl wanted) FirstName. The question is, when I am working on a specific customer and what to start a new activity and Send Email and use a template, what is the correct merge field label - is it still ListBuilder.FirstName? Or since there is NO list being ...

Hi Matt, Welcome to the Community Forums! Not sure exactly what you mean but it sounds like you're under the impression that Outlook contacts are synced with Method. If that's the case then there's no need to worry as Method only syncs with QuickBooks. Our Outlook Plug-in can sync Appointments/Activities with Method and you can add ...

This question came in from Darryl via email -  [quote]How do I view web forms that I have created?  Is there a list somewhere in my account?[/quote] Hi Darryl, When creating/editing your web form, Step 9 of 9 will show the final layout of how your form will look. Additionally, you can also navigate to the web address which will ...

Greetings, I have looked into automation to send out invoices without being in method and from my review it could not happen. I am wondering if a follow up could be used some how. Somehow method would have to keep some kind of time control live at all times.  Is it possible to use the "call web service" action to have another ...

Hi emiller, I have an update for your question here. You can generate a list with all of your leads within a function called a List Builder. The best way to do that is go to: Go to Campaigns>List Builder. Click on the Fill List With... section.  In the section where it says to Fill with customers:, make sure that you select Is ...

Hi emiller, If you go to Home>Email Template, you will see the functionality that will allow you to create a new e-mail template. If you click on the What are "merge" fields, and how to I use them? link, you will see instructions on how to create an e-mail template using mail merge type of functionality. I also recommend that you ...

MisterBill I have never seen anything or been though anything what you have proposed today.  I do know if i send a proposal to a new customer...and i dont hear back from them, then i call or visit them.  When a future customer is thinking about your price its the human touch that could  make the whole sale.  I have clients ...