Method Community

Hi Chris, Could you email me your account name and the web form that's missing?  This will help us look into this issue and see what we can do.  Also, can you tell which browser you were working in? Thanks, Adam

Hello and welcome to today's blog post.  My name is Adam (the guy in the green shirt).  As you can see, we here at Method like our donuts.  Phuong was kind enough to bring some in the other day.  Let's just say, they were delicious! Ben, Phuong, Me and Jason having donuts! Why did I bring this up?  Well, did ...

Hi Suzanne, This really isn't possible. Once you were to sync another QuickBooks file, you would lose much of the data that is already in Method.  Since the QuickBooks listID's would be different, most of the records would be lost, as Method would not be able to sync them to the current QuickBooks file.  This would cause ...

Hi Scott, Just so I understand correctly, you have two customers in Method but only one in QuickBooks?  Could you click on the gear in the bottom right corner of the Customer and Contacts List grid and click the checkbox next to the Entity RecordID field and update? If the recordID for the once customer is different from the other, check ...

Hi Chris, Could you try this again?  We've just deployed a fix and this should be working now.  Please let me know if you are still having issues. Thanks, - Adam

This question came in from Paul: Wondering if you could help answer this.  Everytime someone pays their bill online, my boss gets an email.  I've tried going to all of the settings to change it to me instead of her but I can't find it. Hi Paul, The actions on the screen look for an email in the BCC section of the template. ...

Karen, Sorry for the misunderstanding.  I was doing some research and found this post that explains how to add summary fields together.  Is this what you may be looking for? - Adam

Hi Ed, There are a bunch of different ways to tackle this.  My question for you would be this.  Do you need to know the complete purchase history when contacting the Lead or just the last purchase? If its the complete history, what I would suggest is adding a dropdown field to you your history table to store the Lead. Then the table ...

Hi Karen, You could use calculated fields in the Report Designer.  Just right click on the table at the top right of the designer and add a calculated field.  You can then create an expression to add the values of the fields you want.  It should look like this: First right click to add the field, then right click again and ...

Hi, You can find a list of Method actions and some examples on our Action References section of the Help Center.  If you have any additional questions, let us know and we'll be happy to help. - Adam