Method Community

Paul,  Thanks for the heads-up.  I will try your way because of the possibility to future modify the form using web forms.  Thanks for the bits of code, beyond my present ability.  In the meantime, I had created a google spreadsheet form and hosted it.  It spits out an excel like spreadsheet with the replys.  My plan ...

Yes we are looking for the automation so when we import a lead it will send an auto message out and setup tasks and other auto email messages based on a schedule. We really like your product and would be willing to pay for a feature like that. This one feature is holding us back. Any room on the roadmap for this or plans to do it?   

Thank you for your help. Question:  I already added the stages I want to use using the "..." button on the New/Edit Opp Stages screen.  I've been using them for a while now.  Why don't they show on the exported file?  Will I mess things up if I follow the above steps?  Will there now be two of the same ...

Paul, I think you're talking about the same thing you mentioned in the post I linked: "BTW - there's an extra trick for you.  If you scroll to the BOTTOM of the list of events in the Copy From list, you'll see that very last option will allow you to select to import actions from any other button in any other screen.  We ...

Let me provide some more details...I exported from Method the 'Contacts' table and someone went through and updated the 'Entity' and 'EntityRecordID' fields to "group" contacts that share the same shipping address (aka same customer).  Now I would like to import the updated contact records but I'm not ...

 Ryan- We pull time into Method from Xora. I go to the Connect with Xora tab, Get Xora time and then select the EE's for Method to import time for out of Xora. When that is complete I go to the Send to Quickbooks tab, select the entries to send and then hit send selected entries to Quickbooks. For Monday and Tuesday, I sent all of ...

Mike & LaCrews - We fully understand and appreciate your concerns.  The last thing we want you to feel is that your data is being held hostage . This is why we have two great tools for you: 1. Import / Export - If you go to Customize > Integration Tools, you'll see there is an Export function that allows you to export your ...

I HAVE NEVER HAD SO MANY PROBLEMS WITH SOMETHING IN MY ENTIRE LIFE. Ok, so I was trying a work around by creating a new flexfield list and remapping everything for "Service Item" instead of "Item Listing." (Which I used the API Excel sheet to upload and it worked great) Finally,I got all of my data changed in Xora, test ...

Thank you for the Quick Response Paul! I was doing some testing and just noticed a problem. The bills we are sending are already paid (i.e. a $0 due amount). When using QBXML, I can import this with no problem. However, it appears that Method is not able to send a bill with $0 in the AmountDue field. Is there a way to get around ...

 Ok then 2 pieces of feedback: For the developer this makes sense, but for the end user, they will need more customizable options for resetting their method database account. It is my experience that many times when multiple errors are encountered, being data damage (I’ll post for this at a later time) or missing list elements that many ...