Method Community

Hi Mahlon, All available tags are stored in the Tags table regardless of what table the tag is used on. The name of the tag is a unique field. If you have a tag that you use on one table, unfortunately you are unable to add the same tag to another table. We have had a reasonable amount of feedback requesting the ability to add the same tag to ...

Hi Don, You would need some way of filtering for these contacts in the list builder. I suggest that you create and use a tag for this. If you want to automate the tagging process, you will need to create a button with an action set that will loop through your contacts table, check if the last invoice date is greater than 1 year and then add this ...

I tired adding a tag called Garage to the Opportunity Tags. I got this error message. I already have a tag for Contacts called Garage but this does not display as an available tag.

I'm trying to build a list of clients who hasn't used our services in over a year.  What is the best way to build a list to exclude those who has used our services in the last year?

Hi Jonathan, You can create and customize additional portals from the Portals screen located under the Customize tab so this is certainly possible. You’ll want to read up on our portal pricing before setting this up. Depending on how often your sales reps will be using Method, it might make more sense to simply add them as Method users ...

Dear Method, Does Method support personalized portal for our sales user? Usually our sales login via signin.method.me, I would like to make more personalized portal like the one we could use for Customer, Vendor, and Contact. Is this available too for our internal sales rep? Thank you.

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Hi Mario, Sorry for the delayed response. It took me some time to verify all of the information. We prefer to call it Method Classic (M:C). Method Old just doesn’t quite have the same ring to it. Nevertheless, thanks for the feedback. I will address each point individually as you did. 1) I agree that it is often difficult to tell if a ...

Hi Raghuveer, I have several follow up questions for you: Are you trying to create Customer or Customer Lead records via the API? Within your alternate account, is the Lead Tab customized, or a default Method screen? If you are trying to create Customer Lead records using the API, you will need to include an additional field when ...

Hi Alex, In this case, yes, you will see better performance from the method action. The variance in processing time between the Method action set and API version of your example is due to the fact the API requires you to make a separate server call for each insert.  The Method action set is faster in this case because the entire ...