Method Community

Hey Vlocke, I will need a little bit more information from you before I can troubleshoot the problem your running into. Here is a summary of the problem based on your forum post (please let me know if I missed anything): 1. Created a new field object in the "New Lead" screen 2. Added action "Enter Value into field on ...

Hi Ronnie, You are able to add more than two contacts to a Customer using the Import Tool in Method.  You can do this by using the "Contacts" table, so if you want to first export this table, you have to make sure you uncheck the "show only common tables" from Step 2, "Pick a table".  You will be ...

Hi Juliet, I am not sure I understand exactly what you are asking.  I think you are attempting to create a new dropdown field that would be associated with the CRM_NewLead Screen.  If this is the case, then you would have to first create the new "Business" DropDown field in the table that is associated with the CRM_NewLead ...

Hi Matthew, We spoke on the phone. We'll use LinkedInConnection as our example field.  First thing you want to do is add the field to your Entity table. Next, you can link your LinkedInConnection field to the Contacts table. To do so, click Edit Fields... on your Contacts table and choose Add a Linked Field (see ...

Hi kdellaripa, I would suggest first to try and regenerate the table(s) that your screen is based off.  Go to the Customize Tab, then Tables/Fields, and find your table.  Once you find it, click on the “Edit Fields” button next to table the table name and just click the “Finished Editing Fields” button.  It ...

Hi David, If you would like your custom field "SIC Description" to appear on Leads and Contacts screen we must first determine if it was added to the Contacts table.  Customizing the Contacts Table Go to Customize -> Tables / Fields -> and click on ...

Hi Dimm!  You can set up activity reminder emails, but at this time they can only be sent out 15 minutes before the due date. We are currently revising this for future versions of Method. There are a few things you need to check to make sure they are being sent: 1. Go to Customize>Tables/Fields and click ...

Hi Juliet,  This is perfect - We actually JUST made some brand new video tutorials for importing! Click here to find them. You may leave some fields blank without any issues as long as they are not marked as a required field. To check this, go to Customize>Tables/Fields and click on Edit Fields... beside the table ...

Hello jdibona, I'm so sorry for the late reply. I wanted to test some things out first. Unfortunately, what you are asking doesn't currently exist in the stock screens of MethodCRM. Furthermore, Tags at this point are associated with contacts (Help Center: Tags). You can implement tags with other tables, however that ...

Hi tom, The function behaves the same for both leads and customers so I'm not sure why the user didn't receive an email notification. Does anyone from your organization receive Method emails? If not then I would recommend you check your email server settings/contact your hosting provider. I just created a test opportunity and selected ...