Method Community

Hi Alex, We actually don’t support Microsoft Exchange / Office 365. A user of ours was able to get their Method account to work with MS Exchange and we have posted the directions they used in solution No. 394 in our Help Center. While you may be able to get this working as well, we cannot guarantee consistent functionality. I recommend ...

Hi Alex, There is no tool to automate this. You’ll have to update the actions on each of your screens manually. I recommend that you update one set of screens with my suggestion and verify that this resolves the issue. If you notice that the issue no longer occurs after updating this set, then update them all with my suggestion. I hope this ...

Hi Alex, You may be doing this already, but I am going to suggest a workflow for using shared results with a parent and popup screen: 1) On the parent screen, place the value that you want to access in the popup screen into a shared result. We’ll call this SRParent. 2) On the popup, retrieve the value from SRParent and store it in an ...

Hi alatimer, If you want to simply export all of your leads in Method, you can do this using the Import / Export tool. You can find this by navigating to Customize > Integration Tools > Go To Import / Export. Select the Export a table to a file option and select the Customer Lead table. You have the option to select which fields to export ...

Hi scottaskinosie, The To Existing Field option shows up directly under the Do Not Import option. I think this is a simple misunderstanding of the import process, but since I can’t see exactly what you’re doing, I’m not sure what it is that you’re doing incorrectly. Give support a call and I’m sure they’ll be ...

Hi Alex, When you send an email from your Method account, it is first sent to the Method email queue. The Method email queue processes each email and sends it out via the specified email server on your account. If you have not specified an email server, then it is sent via Method’s email server. We had some issues with outgoing emails last ...

Hi Alyson, I’ll need some more details to be able to provide you with a solution. 1) What report are you customizing? If you’re creating a report from scratch, what is the base table? 2) What field is not being displayed? 3) Is it possible that the field does not contain any data and therefore, is not showing up on the report? If ...

Hi sbonner, This is something that would be much easier for us to take a look at over the phone with you. I have created a support case for you and a member of our support team will reach out as soon as they are available. I noticed that we don’t have a contact number on file for you. You will be receiving a case notification shortly. ...

Hi scottaskinosie, First off, if you haven’t watched the video tutorials on performing an import, I recommend that you watch these first. The workflow and options are explained in these videos. You can find these at the bottom of solution No. 189 in our Help Center. Second, I immediately see a couple of problems with what you are ...

Hi Jane, The values are separated by a comma “,”. Keep in mind that the Build Selection List acts as an “OR” and not an “AND”. This means that each value in the list will meet the criteria to trigger the actions in the conditional statement individually. If you would like to create an “AND” ...