Method Community

 Hello Rick, I used the Method Import/Export tool which can be found by going to Customize > Integration Tools > Go to Import/Export. I created a CSV file and added the 'Name' and 'IsLeadStatusOnly' fields to the Customer table. I entered the name of the Leads under the 'Name' field and 'True' as the ...

...seems like 3 options were not enough because I forgot option four: Using the Outlook Plug-in, you can select individual contacts to send to Method. More information on the Outlook Plug-in can be found within your Method account. Click Customize>>Integration Tools. You will see the Microsoft Outlook Plug-In (beta).

We have held a number of webinars in the last year and based on your feedback, everyone seems to really like them. We believe they would be even better if you were involved in coming up with the webinar topics, so it's time for you to tell us what you would like us to cover in future webinars. You are probably working on a customization ...

Hi Mike, The webinar link is included under the Announcements and FAQs post for the Professional Services Beta Forum. I’ve also included the link below for easy access. http://www.methodintegration.com/solutionproviders/webinar/MethodProfessionalServicesBetaIntroductionforMSPs.wmv Cheers,  

Last month on our blog, I announced that I will be heading to Atlanta to participate in the Scaling New Heights Conference being hosted by Joe Woodard. If you haven’t heard about this conference yet, you should read my blog post from last month by clicking here. Joe is actually offering a series of FREE webinars, leading up to the ...

I can’t believe the Sleeter Group Conference is just around the corner!  It feels like just the other day we were preparing for Las Vegas where Method made its first appearance @ the 2007 Sleeter Conference!  Method will be a Gold Exhibitor @ the 2008 Sleeter Conference. This year, things were done a little differently and attendees of ...

 Hello Kevin, Glad to see you are attempting customization. It is possible to filter customers by State. To do this you have 2 options; either customize the Customer List screen and add the state field to the Customer grid, then type in the name of the state you would like to filter by, or you can customize the advance search screen. To ...

Hi Everyone, I've been looking forward to this week for a while when the plug-in was finally in everyone hands (all our Solution Providers that is).  I wanted to get some thoughts from everyone in regards to doing a webinar on the plug-in.  Would this be something you would find useful?  Please vote your thoughts below. ...

I got the new CRM_EditLead screen created and I can see what you mean about dragging and dropping.  However, how do I get the new field I created--LeadStage--into the toolbox on the left so that I can drag and drop it onto my screen?  

i'm trying to view the customization webinars. i need to create a custom field for leads.  my understanding is that leadstatus isn't customizable and i need to create something similar that has more options than method's default options. shaun