Method Community

Hello sjk,       There is no way of converting a Customer to a Lead.  Once they are customers, they are in QuickBooks.  You will have to delete the customer in QuickBooks and Method and re-input them as Leads.       The easiest way is to export the customers who are to be leads and then ...

Hi Mary, i believe the wording in the error message might be a little misleading here.  When the error message says "NULL" values, it is actually meaning blank values, so it is saying make sure you don't have any current records that have an empty value, there must be something in there because it will soon be a ...

Hi Colleen, When you import back into the Listbuilder you'll need to include another field named AssignedTo field.  This field holds the value of the Method user the list is for.  This prevents another user from seeing your list and vice versa if you are both using the Listbuilder at the same time.  If you add this field, ...

Hi Angie, I just want to confirm a few things. First, you would have needed to create the custom questions field to your Contacts table. When you perform the import, make sure that the field name matches the one in the table. Lastly, you'll need to make sure that the Screen and/or Grid is updated to include that table's custom field so ...

Hi Marlin Imaging, The only reports that we have available out of the box for Method is the "Lead Reports". You can get CRM information into an Excel format by retrieving information from the "Audit Trail"  and through our "Import/Export tool". It doesn't display in a pre-designed report format, but the ...

Blake- If you look at the grid and you don't see any rows then it is empty (Unless the data is filtered) . You could also export the table the grid is based off using the Import / Export tool found under Customize > Intergration Tools, this exports the raw unfiltered data from the table Why are wanting to see if a grid is empty? ...

Shelley- [quote user="shelley"]1. Is it possible to assign more than one campaign to a name? When I import / export data I see only one column. It seems that the way it works is only one campaign per customer. Please clarify[/quote] There is only one campaign per customer at the customer level, this field is used to track which ...

No, no, we didn't lose the password files.  That would be very bad! In your case, were you using the Method API, Outlook Addin, or Import Export and password attempts failed too many times?    They have security features on them that will lock the account if a password attempt is made and failed too many times in a row. ...

Hi Roger, Are you trying to delete contacts themselves or customers? When you imported which table did you import into? There is no quick and easy way to clear them short of deleting the ones you want to get rid of manually, you could create some actions that will loop through and delete contacts but I advise against it because if not setup ...

Welcome to Method iLs, [quote user="iLs"]In Method, I created a custom Tab, a custom table (with custom fields) and imported a test data file from our other CRM. The import completed successfully and I can see the fields I created in the custom "Prospect Center" tab, but am unable to see any of the imported entries? What do I ...