Method Community

Hi Matt, The "Name" portion of any Customer/Lead/Vendor must be unique, There is good reason for this however. All of these entities are ultimately syncing to a 'Master' table named Entity. The Entity table defines who is a Vendor or a Lead/Customer by specific flags unique to a that type of Entity. ...

Hi John, What values are you using for "4. Put in update table action within the loop" This is where Im assuming something is amiss here. Specifically, how are you Locating the records for the 3. Criteria: Which record(s) in the Table will be updated? part of the Update Filed in Table action? Thanks John. Regards, Ben

Greetings, 1. Here is the issue. I want to update certain checkmarked items in a grid but its changing everthing in the grid.  2. I put a check mark on the grid  for items that I want to up date.   3. Create a button with a start loop action with check mark only. 4. Put in update table action within the loop 5. ...

I was trying to add a new lead but I was not able to because it was a duplicate.  This lead is also a current vendor.  Is there any way to get past this without renaming one "vendor" or one "lead"  they are the same entity. thanks, -matthew

Hello, I have my CRM running fine in windows desktop PC, however; my laptop is Mac. When I click to print an estimate the pop up peview does not come out on the Mac. How can I fix this? thanks in advance.

Hello,  I need Method CRM to communicate with MailUp, which is an online email marketing platform. I need to be able to have my leads and customers along be emailed from CRM to Mailup and then get MailUp to be in sync for unsuscribed emails. I have the "sender name" of the email be the name of my sales associates that own the leads ...

I have a screen with a number of grids - each grid contains a link which when clicked, triggers an action set. Everything was working last night but now when I click the links, nothing happens. I brought up the JS console and it appears that a function tied to the action of clicking a link within my grids causes a JS error - ...

It turns out I have another client that needs this. When he clicked Save and Email he would like the document (invoice, estimate, sales order etc) to automatically store in the file and appear in the customer documents record.  The basic plan I need to accomplish is: 1. Generage a report without previewing it and saving it as an Action ...

I am trying to create a chart that filters by the stage of the opportunity.  I have successfully done this, but I am unable to find a way to add an "All Stages" option to the drop down that would essentially disregard the filter and show all opportunities regardless of stage. Any help is appreciated, Mike

Hi There, Forgive me if im misunderstanding the question, but if you are looking for a list of activities associated with a particular customer, this is already a part of Method! You can view these activities by navigating to your Customers and Contacts List (Under the Customers tab) and selecting Go to... ...