Method Community

Just to add to what Tom1010 has mentioned above, you can have as many contacts as you want but they are all part of the same Entity in Method. Let me know what kind of issues you are running into and our support team can look into this for you.  You can reach out to us on 1-888-925-6238 or you can start a chat from your Method account itself.

Hi mwillis73, You can definitley logged the emails in Method as an Activity and attached to the contact you want to. In Method, we use Method:Sidebar for Gmail to do that. Also, here is an article on Activities in Method. We do not have a dedicated email address where you could forward all the emails in Method. My ...

Hi Leigh, We currently do not have SQL overrides in the new version of Method. Since there is no 1:1 relationship with there could be many Estimates related to an opportunity. Once this realtionship is created with the help of customization you can use the custom filters to achieve the above request.  It is a little complex customization ...

Hi Rich, Once MailChimp is connected to Method:CRM, you can export all the contacts listed in the grid to a MailChimp list.  The export will respect the filter views and the current search results. So if you search for a particular tag, for example, a "VIP" tag, then only contacts tagged with "VIP" will be sent to ...

Brian, I am looking to do something similar. I have considered an outside end point that interacts with the Method API. We use RingCentral as a phone system and may be able to use their CTI (softphone) product to trigger our search. Please share any progress. Ideally, we would be able to do something like many other CRM's do with the ...

The following updates are now live for users of Method. Zapier System Page Remove repetitive subheader text. Update text 'connection' to 'connections'. Highlight 'Use this Zap' button when moving the pointer over the button. Bug fix Fix an issue for multi-tenant accounts where Purchase ...

The following updates are now live for users of Method. New Feature New Integrations page for Zapier. Users can now launch Zapier or use one of the pre-built Zaps from within Method. Bug fixes Update merge action description in the action editor. Update QBO merge action to support Merge of all ...

The following updates are now live for users of Method. Bug fixes QB Desktop - Fix an issue to support price levels for Items within Group Items. Fix an issue where negative item rates were switched to positive rates on Items. Regards, Laks.

Hi there,  Is there a way to get a grid view of all the opportunities that don't have an estimate linked to them? Ordinarily, I would write a "not in" SQL to achieve this but I can only find information about SQL overrides in older versions of Method in the forum.   Thanks! Leigh

This has been accomplished.