Method Community

Hi Guys We've been trying to export a mailing list from Method using the List Builder. I'm trying to include all clients plus prospects. I've run the list builder routine but just get the "timer circle of death" and when I try to export I simply get one meaningless record. Please can you outline how I can create ...

Bug? CRM Edition On the Tab: Sales Center &  Tab Link: Activities When attempting to select a different contact for the activity by clicking on the Customer/Vendor 3 dot button, the Contact name, Contact phone, and Contact email is defaulting to the main contact.  If you use the same procedure for the add/edit ...

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 ...

When I was tring to had some additional information regarding a already existing customer ie, email address  etc. and clicked "save" I get this message and will not let me go forward. "The customer/Vendor/Other name could not be sent to Quickbook. This name is already in use. Please edit the name so it is unique and save it ...

I created a new field in Method called "Serial Number" and populated it. I added this field and data to the Sales Order (SO) screen.  The field and data appears ok on the SO screen  (see attachment1),  and the data appears ok in the Sales Order List table (attachment2). But once I synced to QB, the data ...

hoping i could speak to a method crm user. I am contemplating moving to method - the qb integrations seems great but i'm concerned about how the crm stacks up. we currently use salesforce and would like to know someone who is actively using the crm for sales leads and your opinion of how the product meets you needs. please feel free to email ...

I need to pass more than 5 parameters, which seems to be the limit, to a webservice I've written. Is there a way to append to an already assigned variable? To be more specific about the problem, maybe alternate solution could help--         I have a button calling a webservice.     ...

 We are trying to use the API "MethodAPIGetScreenURLV2" to open a Method screen.   It is not working well for us.  It opens to the Method/Build ASsembly screen we asked for, but all the fields are blank, with no dropdown for selection.   Questions: 1. Is this API fully functional, and IOTW may not be using ...

The following question came in via email: The directions refer to 'setup' twice, the first time refers to the zipped file, the second time to an outlook icon.  The blog question is where it the second reference in outlook:  where is this outlook - 'setup' button on the toolbar? Double-click on Setup.exe. Go through the ...

Ok -- I have been sending out my invoices via email.  is there a way to rename the the pdf that is created?  I know I read ina  different post that each file name is uniquly generated so that that it can be robust and secure on your site.  however, could we take away the prefix SimpleInvoice and make it something more ...