Method Community

Hi GroGreen, Customers, Leads, Vendors, Employees & OtherNames are all stored in the Entity table and are therefore, all entities. You’ll also notice tables for Customer, Vendor, Employee & OtherName in the list of tables on your account. These are simply views of the Entity table. These views are designed to show only their ...

Hi Rick, Might I suggest a completely different approach to accomplish this at the screen level instead? You can use several Character Function actions in the OnScreenLoad event to build an action result containing the entire formatted address. You can then enter this action result into a text field on screen using the Enter Value into Field ...

Looking for any tips re: synchronization with Constant Contact. If it is through file export, that's fine.

First time poster. We did our first sync with QB and found the following issues: - Method created a number of AltContacts as separate customer entries. The main issue is that our current version of QB does not have AltContacts, and when we try to modify the fields in Method, it goes back to where it was. Some we can delete, but others are ...

Hi Rick, I’m posting your email and screenshots below for context. [quote user="Rick"] Hi Audisho Please see attached the images showing the problems we're having with the shipping address report we've setup. The "correct" display of the address only happens for the first instance of a customer loaded after ...

For customization purposes, can you please explain the Customer/Lead/Entity relationship a little? I would like to add some additional fields to a customer profile that are gathered early in the CRM process, for example 'Property Size'. I want to make sure these fields are to be put in the proper table so that they can be used throughout ...

Not a major bug, but a bug nonetheless. In an action set, I am creating multiple conditional statements. I am putting internal notes into each statement. When I edit a conditional statement in the series, it will sometimes replace its internal note with the internal note of an adjacent conditional statement. I have only seen this happen with ...

It looks like that did the trick.  I had to delete a field in a couple of tables to get everything to regenerate...seems good not though. Thanks for your help.

The following App updates are now live for users of Method.  Contacts App New! Customer (or Entity) Notes are now available on the New Contact, View Contact and Edit Customer (Entity) screens within Method:New. This field syncs with QuickBooks as well. For QuickBooks Desktop users, Sales Rep dropdown is now available on the New ...

Thank you, I also heard this from my client's Method consultant but hadn't yet updated this thread.  Thank you!  We are in classic.