Method Community

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?

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 ...