Method Community

After importing a large list of leads I would like to filter down to a smaller list of 40 leads and schedule an outgoing phone call activity on a certain day and assign it to a user, then schedule the next 40 an outgoing phone call on the next day again to a user and so on. Is there a feature in Method that allows me to schedule ...

I exported my vendors out of Method, did a little bulk work on them, and then attempted to import them back.  All but 6 succeeded.  Those that failed had the following error: Error:xxx-xx-xxxx is too long for insertion (11 characters). The value must be 10 characters or less. The x's were originally the vendor's SSN.  ...

Is there a correct format I should be using for importing multiple tags for a single contact record?  When I use the format: ,tagname, I can import a contact tag and it's searchable from the Taglist column header on the Customer/Contact search screen.  I tried importing multiple tags for contact record using the ...

Hi - I recently came back from a trade show where I scanned data from hundreds of attendees that included both new prospects (leads) and existing customers.  So some of these scanned contacts already exist in my method database and some do not.  At the trade show these people request us to send them information / samples or request a ...

Hello alderby,       I would double check if there is data on the table.  Export the data from the Customize > Integration Tools >Go to Import / Export… . You can get more information on exporting from our Help Center.   The only other item I can think of is that the Grid Filter is ...

In regards to this, can we delete multiple future activities for an unactive user?    Or is there a way to undo prior imports?   I exported them, reassigned new user, but then when i went back to import them, I didn't check "update exisiting records".  So now I have all records for new user and ...

I want to be able to export the sales recieipt and change the sales rep then import this data back into method and have it appear "assigned" to the rep that I changed it to. This is not occuring. The sales receipt itself is changed to the sales rep assigned but it does not get assigned to them in method even though the information got ...

Hi Adam, Thanks for your response. That's exactly what I did. I read through the help center and forums to see if there was a way to import the vcf file directly. As you stated and I found out, there's not so I saved the vcf files to my Outlook contacts folder. Then when I opened the contact file and clicked on the Add to Method button, I ...

I am wondering if leads can have transactions and if those transactions would stay out of QuickBooks? I am thinking about importing our ecommerce retail customers as leads and including their transactions in the leads activity.  We do not import retail customers into QuickBooks which is why I would want to leave them as leads.  Please ...

Hi Cathleen, I believe you are looking for the Listbuilder tablink, located in the Campaigns tab.  Using Listbuilder, you can generate your list of who you want to include in your mass email.  If you already have tags setup, you should be able to choose the tag name you want to use, and the Listbuilder will only include contacts with ...