Method Community

Is there a tutorial or tips on how to import activity type for new leads.

Hello, I have a list of about 400 that I will need to import to Method.  All 400 would have received a marketing letter (part of an ongoing campaign).  I'm watching the videos and I think I can figure out how to import the leads.  It doesn't show how I can import an activity.  I have added "Marketing Letter" ...

Hello Dave,    I found out that it could be two things.  One, there was an update to the Generate Report action around the same time you experienced the problem.  The update could be related. Give Method support a call and we can create a case and ticket.  This is the best way to document and track progess on a ...

It doesn't appear that the email templates have changed. It appears to still be associating to the correct print template.  I made no changes to my templates. Prior to this downtime, all group items were hidden. Now they are not.  It sure seems curious that my issue started after the trouble logging in last night...please ...

It doesn't appear that the email templates have changed. It appears to still be associating to the correct print template.  I made no changes to my templates. Prior to this downtime, all group items were hidden. Now they are not.  It sure seems curious that my issue started after the trouble logging in last night...please ...

Hello Dave,     Has your email template changed?  When you are in your estimates screen, click More actions... and choose Customize Print Templates... .  In the popup you will see a list of transactions with their associated print template.  For estimate, has it been changed to another report?  The default ...

This afternoon around 4:40pm Pacific time, I could not login to method for about 20-30 minutes.  When method finally allowed me back in, I've notice a problem with the Estimates.  All the Estimates I created with Group Items now show all the detail on my Estimate report.  Prior to this, the Group items would be visible to ...

Hello Gregg, Step 1: Go to Customization > Tables/Fields > Activity > Edit Fields    Make a new field. Say EmailStartDate that is a DateTime.   Click Add Field > Finished Editing Fields. Step 2: Modify the invoice screen to save a value into your custom field with the proper formatting.     ...

Hello 4theturck,       The quickest way is to hover your cursor over the tab link.  There is the Leads and Contacts List and Customers and Contacts list tab links.  Method QB Desktop uses CRM_LeadList and CRM_CustomerList respectively.  Method QB Online uses CRMQBO_LeadList and CRMQBO_CustomerList. You ...

Maybe it’s because I am a newbie, but I can’t make this work.  Could you break it down into steps for me, something like this: * Step One: Go to Customization>Tables/Fields>Activity>Edit Fields>Make new field (I got that far!) * Step Two: Etc. Your instructions below assume a lot of previous ...