Method Community

Hi Jonathan, If you simply want to be able to evaluate and enforce this manually, the quickest way to obtain a count of how many customers and leads are assigned to a particular sales rep is through an SQL override. Here is an example of a field I added to the QuickBooks_SalesRepList that uses an SQL override to count the number of customers ...

Hi Jonathan, For this, you will use a couple of conditional statements to check the IsLeadStatusOnly field. Then inside of each, you will go to the appropriate screen, tab link or popup. Your result will look something like: [quote]Start Conditional Statement: Value From Row: IsLeadStatusOnly = YES Go To Tab Link: Leads>>Edit Lead End ...

Hi Louie, If this is a custom table that does not contain links to any other tables or is not linked to by any other tables, you could simply create a button to remove all data from the table. A Delete Record From Table action where RecordID Greater Than 0 would suffice. If this is the standard Customer  table or if the table is linked by / ...

Hi Gregg, You can try reconnecting your Google and Method accounts by following the steps below: 1) Sign in to your Method account 2) Hover your cursor over your username in the top right and navigate to My Account > Connected Accounts 3) Select the Disconnect button next to Google 4) Sign out of your Method account 5) Select the Sign in ...

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 Method, We are having a basic rules that each SalesRep can only have 200 Customer and 400 Leads. I haven't got a clue on how to show the Total count of Customer or Leads. Anyone have ideas? Thank you

Hi Method, I'm building a list of Customer Lead and Customer in 1 table but if we click on Go To.. on Customer Lead will show CRM_EditLeads and on Customer will show CRM_ViewCustomer. Does anyone ever done this before? I'm trying to build a conditional statement but I'm confused which action should be applied? Thank you.

Hello,  I have created a table which is holding customer infromation that was previously held on an excel file. However, after using Method CRM and realizing its capabilities uploading the file makes more sense, for mailings, customer infromation, ect. But from the first time that I uploaded the file to now we have added new customers and ...

Am I the only one having these problems? When I try to add a new contact from the Gmail gadget, sometimes it takes minutes (maybe 5 minutes).  About half the time I try to add new activities, the activity does not get added at all...although the gadget cycles back to the proper screen as if it had added the activity.  Any ...

Hi Audisho, Today, it is the same. I just did a quick test, and haven't received email after 1 hour.  One of my client even received an error from Method today: Email Send Failure Alert The following email failed to send. Method has tried to send this email via your specified mail server a total of 5 times, approximately 5 ...