Method Community

On Wednesday, December 09th @ 1:00pm EST Amanda will explore some more advanced functions in the Method Report Designer. Page layout, fonts and sorting are some of the topics that will be covered. Space is limited. Reserve your Webinar seat now at: https://www2.gotomeeting.com/register/921133083 Title:    ...

What is a "Webinar"? You're busy. So you are finding it hard to get enough time to sit down, and learn how to get the most out of Method. That's why you need a webinar! It's only 30 minutes long, and is the fastest way to learn about Method.  A webinar is a web-based presentation to a group of attendees. Simply ...

Good afternoon and happy holidays! It was a pleasure getting to meet so many of you at the Sleeter Conference a couple weeks ago in Orlando.  As you may or may not know, there was a featured Method presentation at the conference, and many disappointed attendees didn’t learn about this until after-the-fact.   To everyone ...

On Wednesday, August 19th @ 1:00pm EST, join Amanda Mahadeo as she introduces you to the world of CRM using Method!  This webinar will touch base on creating campaigns, opportunities and recording activities.  This is something you don’t want to miss! So how do you join and participate in the webinar?  Simply follow the ...

On Wednesday, September 15th @ 1:00pm EST, Ryan Bell will take you through a customization scenario on editing the invoice screen.  He will be adding fields to calculate commission, create a duplicate button from scratch and end with creating a dropdown list to select alternate billing information.  This webinar will take place live but ...

 Hey Tim, Below are the steps you take when adding a contact from your Outlook Address Book, to your contacts in Method.   Step 1, Open your Outlook Address Book and double click on a contact you want to send to Method. Step 2, The Contact information will pop up, click on "Add to contacts" Step 3, You will get another ...

Hi Bob, You have several options available to you. Option one: is to use the Sample Excel API Tool. Click for more information and a video. Option two: is actually found right within your Method account. Click Customize>>Integration Tools. You will see the Import / Export feature (currently in beta). Follow the instructions on the ...

On Wednesday, June 9th, @ 1:00pm Ryan will demonstrate how to use the Add/Edit Contacts feature, the Advanced Search screen and how to add contacts via the Method Outlook Plug-in. This webinar will take place live but will also be recorded and posted as a comment on the Method Blog and on the complete list of webinars on the Method ...

Shaun- To create a custom drop down for your leads go to Customize > Tables / Fields and click Edit fields... for the Customer table (A lead is just a type of customer) and add a Drop down type field. After adding the drop down field if you customize your leads screen you should be able to drag the new drop down field you created onto the ...

So, it sounds like I'm missing a step somewhere.  1st I created a new field--LeadStage. Then I made a copy of the CRM_EditLead screen. What it sounds like you're telling me now is that I need to add my new field to the Customer table, is that correct?  Once I've done that it will appear in the toolbox when I edit the ...