Method Community

I developed a process in method new to automatically send follow up emails for open opportuntities. It loops through the opportutnity table and makes various updates as needed. It is working, but never gets completely through because of this message Where do I begin making corrections?

Hi Guys, I had an error importing around 300 account that should be a Customer Lead, but imported as Customer. Can we mass change Customer to Customer Lead? Please advice.

Hi, I use QuickBooks 2013 windows desktop version, and a company file with 2 years of data. Is there a way to limit Method to synchronize transactions after a specific date? The reason is, we have several custome table linked to a transaction, and those custom table field can only be created when a transaction is created in Method, so ...

Does Method provide a tool for viewing the contents of a table?

Hello! I am trying to create a summary for a group, but calculate it only for items that fit into specific category. I cannot figure out a way how to make a conditional summary, does anyone have experience with that? I would really appreciate your help! Thanks!

Any ideas as to when we can expect this?

Hi Mortaza, Sent.

Hi, In Default Bill screen (or maybe all default screen with left-right panel layout,) after clicking "+" sign to "Add more rows" in "Existing Bills" section, the "Item" section in right panel is moved down as well. It seems that this "Item" section is aligned to bottom of the ...

How can I... 1. Have my web-to-lead form automatically assign a completed submission to a particular campaign? 2. Have my web-to-lead form automatically assign a submission date to the lead? I have a custom date field I use already. If so, can I use this or another default field?

Hello its me again! I have been asked to figure out a way to sort/create a list of customers who have purchased a specific product. For instance, I want a list of all customers who have bought ProductX over the past year. Is there a way I can just bring up ProductX in Method and view who has purchased it and when? Thank you, Conner