Method Community

And one more thing about list builder. I just sent out an embarrassing email to our customers. I had inserted the Customer.FirstName code and I thought that Method would eliminate that if the first name field was empty. But instead, it left it to look like "Customer.FirstName" if the first name field was empty.  So our customers ...

ok, and while you're at it, you'll need to work on the folllowing error I receive when sending email via list builder. And it would be nice if there was a much easier way of managing email templates.  As it is, I have to go into a customer, create a new activity, check the send to email box and then click the elipses by the template ...

Danny Those are the screens I'm thinking about.  The automated ideas sound good but it would be great if the copy actions were also added to an ellipsis button click on the "Job of Customer" dropdown that way you can easily copy over changes to the parent customer. When you say address info are you including the parent ...

Rolf- [quote user="Rolf"] It just occured to me that since Method is running on your server, a file local to our computer would not be accessible from your server, unless we were running a server ourselves and the file were available to anyone on the web. Does this sound right?  And if so, any thoughts on addressing  my ...

Rolf, With IE compatabilty mode should be off, is that the case? Feel free to post any quirky things you might find and we will do our best to address it. -Michael

Michael, It just occured to me that since Method is running on your server, a file local to our computer would not be accessible from your server, unless we were running a server ourselves and the file were available to anyone on the web. Does this sound right?  And if so, any thoughts on addressing  my picture issue other than hosting ...

Hi Michael, I normally use Firefox, but also tried this with explorer.  I have the same problem on both. Additionally, with explorer, I get a "compatibility mode warning" on both a windows 7 machine, and on windows XP, although I'm not using that on either.  On another matter, I understand this is a new version of  ...

Hi Pdirect, Thanks for the suggestions. We are have some changes planned for the List Builder which do include filters but at the moment I don't have a timeline on when these changes will be implemented. You could navigate away to another screen but until the List Builder finishes processes other processes will be put on hold, so if you go ...

We have over 10,000 customers in our database and List Builder takes a LONG time to fill itself with our entire customer list.   First, 2 suggestions. It would be a lot more efficient if we could set additional criteria before filling the list such as filter by rep, customer type, etc. And it would be WONDERFUL if we could save ...

jim@jbtss, You will need to customize the estimate screen to do this. In the text change actions for the Item drop down on the grid, you will need to enter the sales price into the Cost column(Which you may want to rename). [quote user="jim@jbtss.com"] if changed will update the rate of the item sales price in quickbooks[/quote] For ...