Method Community

Thank you. Where do I locate these actions?

The following updates are now live for users of Method Fixes Manage Apps - Fixed an issue where app snapshots could not be set up when a field in the base table was named as a number. (PL-38719) Import tool - Fixed an issue where users were getting an error importing to a custom table. (PL-39075) Regards, Hannah

I am trying to move my activities from our old account connected to QB desktp to our new account connected to QB online and keep them in series and not movin over as individual occurences. I have created new columns in my new method account in activities called OldRecordID and OldRecurrenceRecordID and now need to import the data into a screen I ...

Hi Grif, Unfortunately, there is currently no integration/sync between Google and Method contacts. Your best bet would be to import/export as Mary suggested. Hope this helps! Jason

Hello, Is it possible for you to paste the postman code for Opportunity creation (so that it can be imported via its import tool "paste raw text")?

Hello, Is it possible for you to paste the postman code for Opportunity creation (so that it can be imported via its import tool "paste raw text")?

 Hi Phillip, We've updated the 2 accounts mentioned above and AnchorTaxPlusLLC, but don't know the fourth account.   For the forth one, you can import the screen from one of the above accounts. The invoice name is Invoice_UpdatedVersion.

Hhello! We are looking for a CRM that will automate our sales process and provide better management infomation. There are some basic things that we're trying to track, essentially marketing campaign ROI and sales rep performance to monitor and improve both pre-sale and post-sale process. For now, our marketing is largely electronic, ...

Hi I am importing contact data into Method. I have Job Descriptions (Buyer, Director etc) in my contacts file to import.  I have modified my Contacts screen to include the relevant field, however there isn't an option to map this field when doing the integration/Import. How do I use this field, I don't want to create a duplicate ...

I know this question is proof that I have never watched your webinar on the subject. I apologize in advance. Basic questions follow: 1. Is it possible to assign more than one campaign to a name? When I import / export data I see only one column. It seems that the way it works is only one campaign per customer. Please clarify 2. The head of our ...