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I have existing database of thousands of leads, with a number of custom fields, to import.  As most of my leads are individuals (only one contact per lead), I want these custom fields on the Lead page in addition to the contact pages.  They also need to be retained when the lead becomes a customer. Example fields: Skype Address (50 ...

Hi Borlandje, Here are some recommendations. First create a table for the spiff, and then import your spiff data into Method. Once that is done, you can easily preform all the calculations you wish. As for the report part, here are 2 ideas on top of my head. 1) You can create a grid. Grid data are also exportable to various file ...

Hello, I was watching the video tutorial on how to import contacts, and I was wondering if there was any way to customize the fields when importing a CSV. Do we absolutely have to use the ones given by Method (such as "FirstName") and those ones only? For example, we would like a header to read "Job Title," but there is ...

Hi Murat,  Method normally allows you to add/delete fields even if there are records in the table. What exactly does the error message say? It is possible that you are getting this error - "This field cannot be deleted because it is used in one or more screens…". In this case the field must be deleted from all screens ...

@Andy - QXpress was a product that we sold to Marathon Data Systems back in 2010. We have no ability to import data from QXpress into Method directly as this is a different data structure and workflow then QXpress. It is also important to set expectations when comparing QXpress to Method Field Services. Our Field Services app is meant to be a ...

We keep track of customers' assets for warranty purposes.  I created a custom table and screen to manage this. It is loosely based on the existing CustomerEquipment table in Method.  We have customers who purchase several of the exact same number where the only information in the record that changes is the serial number (and ...

Hi, I have a couple customers entered in twice or even three times due to some mess ups when customers were imported. However some of the duplicates have different information. I am trying to figure out what the best way is to merge the information so I just have one contact with all of the information. I am wondering if it might be easier to ...

I'm trying to automate submissions via the Web Form (essentially to add leads from one system to another). Every time I make the HTTP POST I receive a message similar to "We couldn't authenticate web form provider. Please contact web form provider for any additional information." What am I missing? Is there a better way to ...

Hi Lisakay, Just wanted to provide some more insight regarding this request. If you limit a users access to records it limits them across the board, so it wouldn't affect only the Leads or Activities screen, all records on all screens will be limited to that user only. Additionally, if you already have a large amount of leads that you ...

Hi Everyone, I've been using the Outlook Plug-In for a couple of months to import Outlook contacts into Method.  The Method icon that used to be on the toolbar of a Contact window has disappeared!  I've tried re-installing but to no avail. Does anyone have any ideas I can try? Thanks in adance ...