Method Community

Issue: I imported a list of leads using the customer import tool and those leads appeared in QuickBooks Background: - Prior to importing the leads i created a lead within method - I verified that lead did not pass into QuickBooks - I exported the customer data file to see what all the fields for a "lead" looked like and noticed that ...

 Hey Cindy, If you enter the filter correctly on the grid, you shouldn't need any statements. If you want more help on this I will need you to write out what your filter options are set to. This will help me see if you have a filter setup correctly.  

I am looking to filter customers based on the record of the last completed activity for our call center. I want to be able to sort customers by the last time an activity was completed on their acoount. I have a customized customer list that I want to be able to quickly view all of the customers that haven't had an email or a call since a given ...

Hi Amanda, Thanks for reply, what I want is that I can sent a fillable PDF sales order to customer, I am not only want the check the box but also can type word in text box. Then instead of hand writing and scan and fax back, they can just fill in the information then sent back to us. Then we can process the invoice and payment in more efficient ...

Thanks Ryan.  I did find that option and did that.  My issue is that the filter will still allow the user to see accounts that are not there's.  I'm writing conditional statements for each screen because that seems to be the only way to limit the user to seeing only those accounts assigned to them.  I'm ...

OK, let me start over because I don't think I'm being clear.  We use the Sales Center for Opportunities.  For each Opportunity, we set up activities to follow up.  This could include a phone call, an email, or mailing information.  These activities all have follow updates &comments on them.  This is the report ...

 Hi Seny, In order to help you understand this better, I have to give you a little technical explanation. The way Method works is that there is a main Default.aspx page, and then all the screens are “frames” inside the Default page. You can tell a page is secure by hovering your mouse over the tab link.  This shows that it ...

I can see the "https" showing up, however, how do I verify it indeed is secured. I'd rather see that showing up in the address bar of the browser, and the secured lock icon either on the right side of the address bar (IE) or on the bottom right (Firefox). Is that possible?  

 Hello Kevin, Glad to see you are attempting customization. It is possible to filter customers by State. To do this you have 2 options; either customize the Customer List screen and add the state field to the Customer grid, then type in the name of the state you would like to filter by, or you can customize the advance search screen. To ...

 Hi Cindy, The report designer allows you to pull information matching a certain criteria and view it in multiple formats. You cannot use the report designer to input data into Method, such as entering activities or creating new contacts; you can only pull information from Method. In your case, it seems as though you would like to ...