Method Community

Hi JGAnderson, Certainly happy to help out! There arent any hard limits imposed on the Generate Report action, so you should theoretically be able to generate as many records in your Report as your Filters will return. Are you getting exactly 100 Records? There is an option on the Generate Report Action called 'Filter Safegard' which ...

Hi everyone, We've recently signed an agreement with an agency to do some outbound calling. They tell me that they have used Method before, so I plan to set them up as a user. The project we have on the go is to sell a course that we're offering. We would like the call centre to call a set of leads (that are in the general geographical ...

I’m not sure if you can assist me with this, but I’m trying to create an Active/Inactive Estimate Report in Method’s Report Designer that I can export a csv. file. It seems to be working fine, but it only puts the first 100 records on the csv. file. I should have over 1,000 records on it. Is there something special I need to ...

Hi Maureen, There isnt a way to take a full backup of your own account unfortuantely, but exporting any potentially affected tables is certainly a good idea if you plan on doing anything that might Delete information from Method. As a general rule of thumb, outright deletion of information (especially using customization to mass delete) is ...

Hi Dexter, Ive just answered your Post over at http://www.method.me/cs/forums/p/9513/32009.aspx#32009 If you could please let go ahead and read that one and get back to me, Ill be happy to help! Regards, Ben

Hi Dexter, Theres a lot happening in this post, we might need to take this one offline together and go over a few things. I just wanted to say straight off the bat that Method is entirely customizable, and your IT guy might just be fleshing out aspects of Method that he believes are necessary to your Business, and is not necessarily any kind ...

I ended up creating one calendar with a static set of lead technicians, and another with the built-in filter enabled in order to view schedules for other employees. Thank you for all your help

I have quite the dilemma here.  I will try to explain this the best way I can. So I have been with a company for a while now and I am finally getting around to getting familiar with our metrics and other things we have available which led me to realize that we really don't have much and it turns out our CRM is Method ...

Hi John, Are you trying to upload this file to method? Or have the file generated based on data within Method? If the latter, A Report would certainly be the simpler of the two options, as there isnt a quick way to export/generate an XML file with any existing actions. That being said, members of our consulting team have built solutions around ...