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when i import a list from excel I put the data into a "campain" during the import it removes or does not allow the importing of "exsisting" customers that are in quickbooks. the results give me a list of "leads"only. I need a list of everybody, leads"who are not past customers" and past customers in the ...
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Many times this has happened. I go to click on the activity I have scheduled. It has the correct contact name connected to the activity. Sometimes when I click on email, another person from the same company's email pops up instead of the contact I have selected. I think this is a glitch. Please help.
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When creating an email in Method there is a spell checker. If you don't click on the ABC button the email will not check for spelling errors. How can you have the spell checker automatically turn on for every email created.
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It is not working on either the estimate or the invoice screens. It had worked properly for the last 10 months or so. The screens are both customized at this point. I cannot attach a screenshot to this post, where can i email one to?
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Hi Adam,
Inserting the contact does work.
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from customers/ related / and then +new.
from the stand point of adding a new contact to a existing customer. once you select +new then you click create and have to find customer again.
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Hi Matt,
I don't see a way to change the "Secure your Method account" email at the moment. I'll raise your concerns with the team here and respond back when I have some answers.
- Adam
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Hi Matt,
We were able to replicate this and a ticket has been created for it. As a workaround for the time being, if you insert the Contact, the Entity will get populated as well. It appears that it is not allowing just the Entity to get populated, like Classic does.
Let me know if this works.
- Adam
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Hi Matt,
I was able to replicate this. To my knowledge, it should be returning 0 as you're expecting. I'll create a ticket for development to look into this.
- Adam
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