Method Community

Hello, You may have received an email with the subject line "Action required – long running process detected", and this email is telling you to fix a specific screen.  Please ignore this email.  It is just the result of our performance issues yesterday.  There is no action required on your part. - Greg

Hello John,   The workaround site should be working.  Try clearing your cache on the browser you are using.   The developers are still working with Rackspace to resolve the issue.  Greg

Hello,     I posted a notice about the temporary workaround URL.  I know users are experiencing some slowdowns on the workaround version.  I apologise for the inconvience this has caused.  I will keep you updated on the forums as best I can with any developments. Greg

Hello Method Customers, Method is experiencing connectivity issues with our servers, which we are working to resolve; however, we do not have an ETA on a resolution at the moment. In the meantime, we recommend logging into the following workaround link to continue working within ...

Hello,     Users have been experience slowdowns with Method this morning.  We are aware of the problem and currently working on a solution.  We have a temporary site that you can use https://workaround.methodintegration.com/Method/Login.aspx until the problem is resolved.  For updates, please keep an eye on the ...

Hello John,    The <p> is HTML paragraph tag that is not being parsed.  The <p> would give you a line space before and after the tag if in HTML, but it's in plain text here.  Are you able to post a screenshot of where this is happening in the report? Or provide more information on where this is happening ...

Hello Dave,   There is no documentation for specific tables.  Most of the imports I have seen users do is with customers and leads.  I do see some for activities and opportunities.  There is a common process to do this to do any imports. 1. First find out what fields are mandatory.  Go to Customize > Tables/Fields ...

Hello Dave,    I am going to assume your current customer database is in another CRM and you are transfering the data into Method?  If you use your opportunities in your daily workflow or it is how you keep track of acitivities dealing with customers, then I would import the opportunities.  There would be an order in which you ...

Hello alderby,       I would double check if there is data on the table.  Export the data from the Customize > Integration Tools >Go to Import / Export… . You can get more information on exporting from our Help Center.   The only other item I can think of is that the Grid Filter is ...

Hello thesolarguys,     This is a great question and idea for further development.   You are basically wondering on what day and time to best put a job to optimize your worker's day.  Currently, you have to book appointments on the same day and let the map do the optimization.  You may have an appointment ...