Method Community

Hi Ying, Welcome to the Method forum! Unfortunately, signature implementation is not available in Method. You could however, use a 3rd party application to capture customer signatures and then upload the document to the customer profile in Method for your records. I hope this helps. --Audisho

Hi I am looking to implement Scanning and Signature into the Method. I am trying to figure it out but do not see any tutorials to any of these. I would like to be able to scan in reciept and implment customers signature into the database.  Any kind of help would be appreciated.  Thanks YING

Hi Rob, We do not integrate directly with Constant Contacts. If you’re able to export your data from Constant Contacts to a CSV file, then you may be able to import it into Method using our Import / Export tool. You can find our documentation on using this tool starting with Solution No. 716 in our Help Center.  Please have a look at ...

Awesome! Thanks! That helps a lot! It would be great if in the future you could do some videos about how the database is set up, to explain things such as this in more detail. It would help greatly with customization and ensure that customizations are made properly.

Hi Rob, Welcome to the Method forum! Since you’re a new user and I believe both of these issues may have to do with your limited knowledge of Method, I’m going to have your success coach reach out to book a demo with you. If this turns out to be a technical issue, your success coach can create a case for our support team to ...

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 ...