Method Community

Thank you very much. Quick question though: I assume I'm adding the LeadRatingRecordID as a linked field to the Contacts table? As for the sorting, once the LeadRatingRecordID is in the Contacts table, I should be able to add it as the first default sorting parameter for the grid itself.

Hello Erik,     I had another suggestion.  You can create email groups for each of your companies.  This would work by emailing the groups email, say admin@Acmeco.com and it sends out emails to multiple email accounts. Greg

Hello Mike,    This is certainly doable.  I can break it down.  > The Lead Rating Record ID (ie. LeadRatingRecordID in the pick) is from the Entity table.  In the picture, I added the field to the contacts table to have it available. > It does seem you would be better off creating a filter instead of a button ...

Hello,    I am unaware of any workaround.  It looks like the Microsoft Office Customization Installer allows third-party apps to be installed in Outlook.  I did a quick search and didn't find any alternatives. Greg

Hello,    With the default screens, we do not have inventory management capabilites.  It can be done with some customization depending on your needs.  We do sync with Advanced Inventory, but in a limited capacity.  Check out the page on Advanced Inventory if you have this QuickBooks add-on.   I hope this helps, Greg

Hello Erik,      Method has the ability to send emails to multiple people in the same company.  When a contact for a company unchecks "Opt Out Of Billing?" in the Edit Contact screen, they will get invoices sent to the company from Method.  This way multiple people from the same company can receive the same ...

I'd like to sort the grid in the Lead List screen by our "Lead Rating" variable so that it can be exported/printed in an acceptable order. The values are 1. "Hot" 2. "Warm" 3. "Cold" 4. "Won" 5. "Lost". The ideal way would be to do this via actions attached to a ...

The following post came in via email: Hi, I want to use the Outlook plug in but don’t have a volume license therefore no Microsoft Office Customization Installer. Is there a workaround?

If yes, where do I learn more about it?? 

I currently use QBooks Online to email my invoices. After creating the invoices and saving them, I filter the transactions by date and email them in batches. I realize that once I change the QBooks contact list through uploading to method, my ability to email invoices through QBooks will be impared - as I will only have one single email address ...