Method Community

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?

Hey Mahlon, From my testing, I went through the process and the HTML formatting did stay intact after the import.  If you want to email me over the spreadsheet you are working with (or a few records from it) I can try again using your file. -- Mortaza

Hi Deb,  Thanks for the update. I was able to replicate this issue on my end as well. I have created a ticket for our development team to take a look.  I'll send you another update as soon as I hear back from the team. -- Mortaza

Hey Mahlon, I was able to replicate this issue, I have created a ticket for our development team. I'll follow-up as soon as I hear back. -- Mortaza

Hey, Thanks for the response Maureen. Deb - Please take a look at Maureen's reply and try that. Follow-up if you are still having the same errors. -- Mortaza

All, We would like to periodically send e-mail campaigns to people who have purchased something from us. The list builder does allow you to create a list of only those in the Customer table, but that table includes people who may not have actually purchased from us (received only an estimate/quote, converted to customer but not taken rest of ...

Hey Lance, Try this link: https://www.youtube.com/watch?v=_AnvoII55U0 -- Mortaza