Method Community

Hi GroGreen, Thanks for the post - this is definitely an important issue for our avid method customizers to be aware of. This issue was brought to our attention a few weeks back, and we are actively working on a permanent fix. If you, or anyone else reading this post, ever run into this issue and aren't able to resolve it - please ...

Hi Gpeak, The "duplicate records" you are referring to are Activity notifcations that are based off of the Web form linking back to the Opportunity and Activity tables. When your potential customers submits a web form, an Opportunity is created with the Activity type "Web Comment" to indicate/alert how they reached out ...

Hi Marcelo, At this time, its not possible to import a word document and match the styling. You can ofcourse still copy any text from relevant documents into your reports - but the styling will still need to be handled manually. Keep in mind we do have a dedicated Consulting team who is here to help! If you would like to learn more - shoot ...

Hi Alex, The Error and screenshot you sent are usually indicitive of a record being Archived. There are a few reasons this can happen (like syncing with separate QuickBooks files - typically accompanied by conflicts as you mentioned), but its probably best we investigate this one offline together. Can you shoot me an email ...

Hi there Nick, It looks like you've already called in and Spoke to someone from our Success team who gave you an answer for this one, but just for the reference of anyone else who might stumble across this post. At this time, the MailChimp integration is only available for Method Classic, and has not yet been rolled out for ...

Hi Jack, This is a known issue at the moment affecting a small subset of Accounts. We have a fix in place which we are intending to release tomorrow (Thurs 26 May) which will rectify this problem. If you need the Snapshot filter fixed before tomorrow, email me directly at <b.hargreaves@method.me> with the name of the App, Snapshot and ...

Hi There, Thanks for Posting to the Method Forums! I took a quick look at your account here, and it appears you havent been completely set up yet. It appears you had an account which you cancelled, and then started a new one sometime today.  You'll want to completely finish setting up the new account before you can start inviting users ...

Hi there Danielle, Thanks For Posting to the Method Forums! Ill be happy to answer your questions. 1. Regaring your users not receiving Follow-up Reminders; There is a setting contained on the Activity Table which enables/disables  Reminders from being sent that I would recommend you double check here. If ...

Hi Dexter, Theres a lot happening in this post, we might need to take this one offline together and go over a few things. I just wanted to say straight off the bat that Method is entirely customizable, and your IT guy might just be fleshing out aspects of Method that he believes are necessary to your Business, and is not necessarily any kind ...

Hi there TheLeaves, Merge fields can be a tricky one, but once you have the hang of it youll be customizing Print Templates in Method in no time! Firstly, while you certainly can customize the template through the report designer or create a new one from scratch, everything you are describing can all be done through the standard Thankyou ...