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When I enter a new contact using (Other) as the type, the billing address does not save. I can edit the contact and re enter the information and it saves

that would help if i could save the export.  it is something i am going to want to do an a regular basis and would prefer not to have to recreate the export every time. example.  i created a Marketing Period field (1,2 or 3) and will want to pull the #1 list in January, April, July and October.  #2 would be ...

Alex and James,  A great resource for QB tables is: http://doc.qodbc.com/qodbc/Qodbc_20_us.html. All tables listed with Fields.   Method  is already set up to sync what fields can sync. So you don't really need to worry about that.  But it does help to understand whats in each system. And ...

Can you help me understand what I'm missing?

Hi Mahlon, It looks like it only accepts URLs of regular LinkedIn profile pages. The /pub/ URLs are public pages. You should be able to get regular URLs if you have added the contact to your LinkedIn network. - Justin

Hi mholden, It sounds like you could use the Import/Export Tool to do this. You can find it under Customize > Integration Tools in Method. You'll likely want to export your Customer table to a CSV file, which is easily sortable in Excel. You'll probably want to do something similar to this: Hope this ...

Hi Mahlon, I've put in a feature request for this on your behalf. I can't guarantee anything, but I'll keep you updated through this thread. - Justin

I am looking for a way to export a list that can be used in a mail merge. I need the company information and the mail contact (if there is one).  something simple with name, address, city, state, zip and the ability to sort but custom fields (industry/marketing period/etc) would be great. is there a way to create a saved report or ...

Hi Marcelo, If you want to add Team Leader to a report based off of the Activity table, you'll first want to add it as a Linked Field to the Activity table, using the Customer table. Link Using: Entity Linked Field: TeamLeader It should be possible to link this field through the Entity ...

The behavior I'm used to in Google calendar is... When viewing a week other than the current week, clicking Day takes you to the same day of the week as today within the week you are viewing The Today button takes you to today's date. Keeping in mind that we encourage Method clients to use Google apps because of ...