Method Community

First thing, I tested an import with a group of activities that has the series field still intact and it imported properly as a series. Thank goodness! Actually, THANK YOU AUDISHO!!!!!! But now I need your assistance adressing the issue with my groups of activities that are missing the series field. As you can see, Mrs. Cook's is a series in ...

Hi, Adding a TagList to the Entity or Customer table is the best way to achieve what you want within Method. Since you are adding the tags on the customer level, you might run into limitations if you are already using tags on the contact level, let me know if you are so we can create a new solution. In any case, here are the steps of creating the ...

I have a dummy contact that I need to delete (or at least delete the email associated with it). When I try to delete the email address using the stock CRM_CustomerList screen, I get a notice that says "FullName is a required field and is currently blank". When I try to delete it entirely I get a message that this is ...

Nice new look! I love the plug-in but have run up against a situation I can't resolve. One of our customers (who is the main contact of the company in Method) sent me four seperate emails one for each of his employees. Attached to each email was the contacts Outlook Contact VCF file (Business Card). How do I import or add these vcf files to ...

I cannot find my old thread about this but it's a continual problem that is causing significant issues. All I want to do is assign different sales reps to certain customers. I am starting with individual accounts and then if that works, I can use the export/import function in Method to do a few at once. But the problem is, my changes do not ...

Hey Phillip, We took a bit of time to get to the bottom of this one, but yes I can confirm this can be done in method. To do it just like QuickBooks, it is a very advanced screen, and we are working on getting it created for our users as soon as we can.  Once we have that, we can send you a copy of it to work from.  We hope to have ...

Is there a way that I can add this to the customer list so that I can search through the notes?

Right now I'm only needing to importing into my custom tables. I'm using Chrome browser.

Hi, Trying to import external Customer Lead data into Method. I have many customer names that are longer than 41 characters (i.e. the max char limit on CompanyName). I tried to modify the CompanyName field on the Customers table and got an error message "This is a core accounting field and cannot be edited.". What can I ...

Hi NathanInTexas, Did you just want to export the entire Contacts table? You can do this from the Import/Export menu under Customize > Integration Tools. Is there a particular reason you need it done through a custom screen? Let me know if this helps and if not we'll see if we can figure something out. - Justin