Method Community

Hello afrec,      There could be several reasons why the imported customers can not be found.  There are two checks I do with customers when they can't find customers.  First, check the filters on your Customer and Contacts List grid.  The customers imported may be checked as inactive.  Second, export ...

Hello,     If the data was inputed on a customization screen or a default screen it goes to Google in the same format.  As you can probably see, you get a separate Method calendar in your Google calendar.  Also, each Method user has their own calendar and activities are only assigned to one Method user.  I took a ...

I'm trying to figure out how to track URL clicks in Method.  I can't seem to find out how.  I'm looking at the guide and I can't even find step 1.   Where am I going wrong? I am editing a e-mail template that gets send to leads to browse our pricing sheets and catalogs.  I would like it so when they click the ...

Correction, contacts is not an entity. Also make sure to separate the values of time zones with line breaks (pressing the enter key).

Wonderful! Thank you so much!!  I now would like to Export and Import the new tag information for my contacts, but I do not see that "contacts" is an option in the drop down menu of the Pick a Table step of exporting? Can you please explain how I would Export my current contact list so that I can edit thier tags in excel and ...

Hi.  The addresses in report designer are generated by a script.  You might need to modify this script a little bit.  If you click on the label for bill address you should be able to scroll down in the Property Grid window and find a section called Behaivior.  Within this there should be a property called Scrpts.  Expand ...

Hi Ben.  No problem.  If you go to the Customize tab, then the Tables / Fields tab link you'll see a table called Entity.  From here you need to add a new field for time zone.  Name the field and select Dropdown as the Field Type.  Click Add Field.  Chose the Create a new table. This new table will store the list ...

Thanks for the update - and the feature request. -Garrett

Jen,  Thank you for your post.  Method does not allow duplicate 'Tag' names for Entities and Contacts i.e. 'Client' in the Entity TagList would have to be added to Contact TagList different in a different format i.e. "Clientjen'. This is becuase both are seperate tables and duplicates cannot ...

Hello- In my PO's, Sales Orders and Invoices, I have the following: Bill To Address 1 Bill To Address 2 Bill To Address 3 Bill To Address 4 Bill To City, Bill To State   Bill To Postal Code. However, when there is actual data and there isn't any data in that field, it just shows up as a blank space, so it looks like ...