Method Community

Hey Jason, Just so we're on the same page: You originally imported Leads into the Customer Lead table with no Campaign listed. You then exported the Contacts table to update the Campaign they're listed under and received the read-only error. If the original import are still Leads, will exporting the ...

Hey Jason, An option you can take is creating a Grid based off the Received Payments Table. On the Grid you can have field: Customer which will show you a list of all Customers that have Payments against an Invoice. Now taking this route you will notice you have Customers listed more than once. That is because a Customer can have ...

 It would really be nice to be able to select styles in the HTML Editor like we could in M:C   I know I can edit the HTML but its alot more work

Any updates on this? Here are a few examples from my Solutions App. This is what it looks like in Edit Solution. This is from View Solution   This is from the Solutions List grid     Update on 10/14/15 Any updates on this?

The following updates are now live for users of Method.  Fixed issue with pushing new tables & fields when publishing an App (Ticket AS-1314)   Fixed issue preventing users from opening Donation Preferences & Donor Pages (Ticket AS-1297, AS-1198)  Fixed issue preventing users from editing the portal navigation ...

Is it possible for the sort order & notes  in a “series” (in the work order list) should change the “occurrences” associated with the “series” as well as keep previously added occurence notes. “Occurrence” notes should be overwritten when new dates are generated or service dates are ...

When conducting a search in the Lead or Customer grid using the "Tags" column header search box, it does not find all of the records that contain a particular tag. I understand that having a second filter applied could cause the issue, so I am entering only a search for that tag and applied no other filters. When I choose the ...

Hi Fred, To have your account toggled to access Method:New you would need to get in touch with your Account Manager. I have private messaged you their details. -- Mortaza

We sent a mailer as part of a campaign just before we started using Method. In importing these leads into Method, I originally hoped (and assumed) we could just include the name of a campaign (already created) along with other fields while doing the lead import, and do it all at once. I learned that this is not possible, since Contacts and ...

I have tryed both the version for quickbooks desktop and quickbooks mobile and have been driected to the classic version, why is that?