Method Community

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

Hey Aaron, There are many backend Actions being processed on the Estimate screen. I would start by looking at the OnScreenLoad actions and then head over to the hidden object on screen: 'OnPopUp-Apperance-DONOTSHOW' I'm not sure if you are starting from a new screen, if so - would an option of copying the Estimate screen and ...

Hey, We can do that with Method, I would categorize it under Intermediate to Advanced.  There a few different routes to take. here is one approach working with the Contacts Table: 1) Add a Grid object and attach a Filter to the Grid: (where 'Tag' = to the Tag you have chosen) The Grid now shows the list of your Customers ...

Hey Jonathan, Can you please PM or Email me your Company Account name? Also please turn on MethodSupport User by heading over to Customize > Users checking the radiobox for MethodSupport. This will allow me to login into your account, I can take a look here from my end and report back with what I find out. - Mortaza

Hello, Does the QuickBooks_Estimate screen have custom programming going on in the background to add the functionality of the estimate line items? I am trying to create a duplicate of the EstimateLine grid, but my grid does not populate the description field when an item is selcted from the Item dropdown. Thanks 

Shame we can't automate, but one day..... Anyway, trying to attack this from a different angle. As I have said, very new to this so bear with me, I may be trying to re-invent the wheel! How to go about achieving the following:- 1 User clicks button on screen 2 Method filters contacts table for those with a specific tag 2 Uses result ...

Ok, that's a shame. I've duplicated the report to assign to another user, but when I assign the user and press 'Add/Save Report', it automatically reverts the assignment back to the original user (i.e. me). Surely you can have multiple instances of the same report assigned to individual users? The field that I'm using for ...

Hi Mortaza, Here is what I found in Activity Report, The Contacts_RecordID shows the correct RecordID.  I will be having a hard time connecting with your team because we are in Indonesia, and its 13 hrs difference. So it would be your night time when I work and vice versa. So I think this forum should be the best way for us to ...

Hey Aaron, Sorry for the inconvenience, I'll keep you posted with any updates I receive from them here. - Mortaza