Method Community

I was going with an Excel format because we will need to supply the mailing addresses to another company, and in the past we always sent them in either a text or Excel format. After export I would also need to be able to go through and do some sanity checking to weed out any addresses that are incomplete or impossible to mail to, so being able to ...

Hey, My first question would be, does it need to exported in spreadsheet format? Or can we use a Generate Report action to extract that data? - Mortaza

and ben just called us! he was very helpful and came up with a solution to our problem! thanks for all the hard work you guys do at Method:CRM! We really appreciate it!

I was hoping to get some advice on how to find and export customer information based on information in two related tables. On our Customer screen we have added a custom section that contains software registration information for each individual customer (serial number, version number, etc.). It is linked to the Customer table by the Customer ...

Hey GroGreen, These errors are tougher to troubleshoot over the Forums. I would start by doing the basic troubleshooting first: - Clear Cache/Cookies - Try in an Incognito window If you follow these steps and still are getting the same error, please give us a call on the Method support line at 1.888.925.6238 x 2 and we'll be happy to ...

Hey Charles, Yes, it is possible, depending on the needs. It would require customization, if you would like to share your requirments we can work on putting something together. - Mortaza

Hey GroGreen, It's an issue we are aware of, there is a high priority ticket in with our development team. As the developers are actively working on a fix - hold off on making any changes or short term workarounds till the fix gets pushed out. As soon as I get the word from the team, I'll update this post. - Mortaza

Was looking into this further, could the problem be because I can't set the default Screen for New Records and Screen for Viewing Records to my custom screen? Whenever I try to change them, it tells me that only the app publisher can change these settings.

Is it possible to create and print year end tax receipts with Method:Donor? I only see the ability to do individual donations.