Method Community

Hi Ben! Thank you for your response and your consideration of these items. As far as the tags on Advanced Search - that helps. Although it was not obvious that those check boxes were there because the window is constrained to a height that cuts them off. Now that I know to scroll I can see them. The scrollbar was not showing in Chrome but ...

Hi Bonnie, This is certainly possible! The best way to accomplish this in Method:Classic would be to take advantage of the List Builder (Found under the CRM Tab Group > Campaigns > List Builder) The List builder will enable you to fill a list with your Customer leads, Create activites for these contacts, and assign them to ...

Can someone tell me if Method is compatible with Qbox?  I understand that Method only syncs with Quickbooks on the computer that both the QB company file and the Method Intergration Engine are installed and open.  Can I safely assume that if I use Qbox and have closed the QB file on the pc that has Method Intergration Engine then use the ...

Thanks Ben! This helps a lot!

Hi JGAnderson Its definitely possible to use a filter with the Import Export tool. After Selecting the Table to Export in Steps 1 and 2 of the Import Export Tool, Step 3 allows you the option of selecting which fields you want to include, and also gives you the option of using an Advanced Filter. In the Advanced Filter, ...

Is it possible to do a report on active/inactive estimates using the Import/Export Tool? If so, I'd like to try this. I'm not looking to create a fancy report, I just want to be able to get data in a csv format. Thanks Ben! 

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 ...