Method Community

Hi Dave, I do have a couple of suggestions that should help you get into the List Screen.  First, I would try simply logging out of Method and back in.  If that didn't solve the issue, I would suggest possibly trying to load this screen from any other browser than you are currently using.  If you are still unable to load this ...

Adrian, There isn't really much I can add to my last post here.  Because price levels are not setup within Method from stock screens, then all characterists with your Retail Price Column would be customized.  It appears that this screen is designed so that you are unable to pull the price list information from ...

Hi DCanaris, This shouldn't be too difficult to do, please first make sure you are in your Quickbooks Tab Group first.  This can be confirmed from within Method by looking at the top-right corner of your page, to the left of your login name, you will see a dropdown for CRM/Quickbooks/MobileUsers, make sure Quickbooks is chosen. ...

Hi Scott, I am not sure you have resolved this issue yet, however unless I am missunderstanding you, I believe you are overlooking something.  The Steps 1 through 5 of the ListBuilder are tabbed steps, meaning by clicking each of the tabs you can go directly form 1 step to another.  If you were to Click the Tab for Step ...

Hi Scott, First of all, thank you for the positive feedback, we appreciate the kind words. In regards to your last post, no matter how many times you recreate the ListBuilder list, this will not affect your original Campaign.  Essentially the LisbBuilder feature is populating a table that you will be working with through the 5 ...

Scott, I have been working on alternatives for this, unfortunately there are no easy ways to accomplish this and be able to utilize the listbuilder in Campaigns.  I am not saying this would not be possible, but it would require some screen customization.  One example, is, as I have said above, you can manually enter tags for Customer ...

Scott, Unfortunately in order for these tags to show up correctly in Listbuilder for Leads, you would need to manually add them from the EditContact screen for each Customer Lead.  If I can get any further information on this, I will reply directly to this thread. -Ben

Scott, By default the Contacts table should have the Taglist field, are you sure you aren't importing to the "Customers" table, or any other table?  Please confirm. -Ben

Hi Scott, Yes, if you follow that order, using the details I provided, you should be able to import the tags correctly and use them in Listbuilder.  For your step 2, you can add more fields if wish, however the fields I showed in my screenshot would be the minimum required fields to do this correctly. -Ben

Hi Scott, Have you considering using tags for your U.S. contacts?  You mentioned you have been through the Method Help Center articles, you likely came across this article, discussing Tags in detail.  You could first create a "US" tag, which would group all your U.S. contacts together.  You could then create tags for each ...