Method Community

Hi l.brandow I take it you mean import a list of tags rather than importing tags with a contact? As I understand it, the only way to add tags is through the popup when adding or editing a contact. Jeff

Hi mholden The Industry  I kept it quite simple but if you choose you can add a bit more complexity to it. I added a new table called 'Industry' with one field called 'Name'. I made this field unique as I wouldn't want multiple versions of an Industry clogging up the list. The Dropdown in the ...

Thanks for your reply, Jeff. We're going to start off by just sending the link to the portal to all our existing clients that we have quickbooks accounts set up.  We may eventually add a link to the website in the future.  We want them to be able to create an account linked to their quickbooks account. What I would like is, ...

Hi I have account in methordCRM, and want create customer via API I use here https://www.methodintegration.com/MethodAPI/service.asmx?op=MethodAPICreateMethodAccountV3 But a can't register account developer like document use guide (Q. I'm a developer, how do I get a "developer account"? There are currently no ...

Hi there, Currently setting up field services. I'd like to enter times on mobile for work orders, but I need a team/tem members. When I select 'Team Members' from the Field Services dashboard, everything is blank. There is nowhere to enter or select team members, or any way to create a team. I've watched the tutorials and ...

Hi all, I'm new to Method:CRM, and working on QB Enterprise 14 Desktop and Method Pro. After browsing several forum post regarding data synchronization to QB, I still have some questions and would like to ask you experts can shed me some lights: 1. is it still true that only custom field created in QB can be sync between Method and QB? I ...

I'm looking for a way to import tags. Has anyone developed a way, or found a way to import tags?

Hi l.brandow Have a look at this thread. It should basically be the same process but choosing Sum as the Summary Function and perhaps choosing Page or Group as the Summary Running option depending on your needs. If you have any further questions just let me know. Jeff

I am unable to add contact or event from gmail.  when i click the "add contact" button i get the following error: "There was an unhandled error processing a request.  Please try again.  last action=loadaddcontact" is anyone else able to get the gmail connector to work?  is there a fix? thanks,

I would like to add a field called "industry" that is a drop down field to the entity table.  the goal is to be able to sort leads and customers by their industry designation. i am having trouble adding the field so that i can access in the leads and customer screens.  i also seem to be creating more tables that i think are ...