Method Community

I have the same thing various times. Often happens when you rearrange actions or copy and paste and action into a conditional statement

Hi GroGreen, I can't seem to replicate this issue. Are you dealing with several sequential conditional statements or are these nested within each other?  Are you sure that you're not simply selecting the wrong action to add notes to? This would be a very easy mistake to make when dealing with several conditional statements in a ...

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.