Method Community

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 ...

I see what you mean, I neglected to mention that when I choose "To existing field" I get an error for that field unless there is a dropdown box as you can see to the far right of the first picture I posted. Sorry, the way I worded it before was not done well. The option does appear but unless the dropdown appears as well it doesn't ...

We are wanting to mail something to our leads in Method, and I can't for the life of me figure out how to export the accounts we have in there. I can find how to export their names, emails, etc, but nowhere that can export their name and address. Am I missing something? This is standard for a CRM, so hopefully there's a way. Thank you for ...

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 ...

Thank you Audisho, I appreciate your help. Yes I have watched the videos but unfortunately they were not helpful:( I will elaborate and see if there is something else I may be missing or if you think I should contact support. I follow the instructions exactly. I begin by exporting a table from the new account so that I have all of the ...

Hi Method, When I send email by Action, does this email is sent out immediately? Or are they queues somewhere? Last Friday, me and my client are testing email for a new system, once the email button is click, email action is done correctly. But we wait for two hours to see emails. At the beginning, I thought that the system got bugs, so we ...

Hi, I do follow this rule to set/reset shared value. That is, set shared value in parent screen, update value in a popup screen, then check and reset in parent screen again.  The issue I have is: sometimes, the shared value from popup screen are blank. Or, sometimes, the shared value are modified in popup screen, but become its orignal ...

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. ...