Method Community

Hey Scott, To confirm, for step 2 were you exporting the Contacts table? When you export that Table you will see multiple entries with the same CompanyName. - Mortaza

i am trying to export all contacts, but everytime i use Customize, Export, i only get the main contact. I need all contacts for each company. I tried to select contacts in step 3, but that doesnt give me the additional company contacts. Help. 

When we speak with our customers, one of the most requested improvements to Method has been its day-to-day performance. We are investigating and implementing multiple fixes to solve this problem.   We’ve identified that customers accessing Method using a Chrome browser may be experiencing more severe performance issues. While ...

After speaking with Method support (unfortunately I forgot the employee's name), it turns out that there is a communication problem between verizon's customers and the method servers hosted at rackspace.  Method support suggests that I call verizon to let them know that I can not connect to the method servers hosted by rackspace. ...

Hey Callum, Both the Report and Graph are filtered by the same date? Can you send me screenshots both the Report and Graph either to my email address or PM me here. To automate the update look into the Refresh Counts object on the Dashboard - you will need to create an Action Set similar. - Mortaza

Hey Aaron, As per our last thread - why not add it as a second attachment to the Send Email action? Give that a try and see if it will work in your case. If not we can further troubleshoot. - Mortaza

That is not what I am asking. I am asking if you can attach multiple files to an email by storing them in aone action result and sending that one action result to the "Attachment Laocation" option of the "Send Email" action. For example, let's say I have a grid with 5 different estimates associated with a particular ...

Thanks Mortaza. On the feature request ticket, I think the feature being requested is not to transfer the location from a Google Calendar event to a custom Method activity field, but rather to make location one of the default/stock fields for a meeting activity. In theory, the bare minimum for a meeting activity should be lead/customer, date/time, ...

Hey Aaron, You definitely can, in the Send Email action you can click the plus sign beside the Attachment Location field to add more attachments. It's hard to see here is a screenshot: - Mortaza

Hey Aaron, I have seen this before and it will be a lot easier to troubleshoot via screen share with one of our Support members. Please call us at our Support line 1-888-925-6238 option 2 and we can look into the issue together. - Mortaza