Method Community

Hello Jen,     You are in luck! We have reports that you can run from Method on various items including customers and contacts. Here is the blog post on Method reports that has more information.   In Method, go to Customer -> Customer Reports.  On theis screen you can generate simple reports on your customers and ...

I have two different sections that should be combined into one and be another tab added to Customer content.  I'm stuck.  Any suggestions?

I am trying to add tags to my contacts, but the tag list is not displaying all of the tags that I have  https://www.evernote.com/shard/s409/sh/542dc218-5d7b-4aca-9d8f-289d6f04927e/b301f43cda763f9f595040ac19e3359b Thanks!  Jen

Is there a way to view and/or run a report so that I can see all of these contacts together in alphabetical order? Thanks! Jen

Hi Wentsi, In order to edit or create new reports, you need to download and install the Method Report Designer. In your case, there is actually already a report with comments included and you can already access it from the Activity Reports screen. On Step 1, choose “Advanced” and click “Go to step 2”. On step 2 you will ...

How do I get more info onto my Activity Reports? I would like to also have the Customer name and comments in my report. Thanks, Wentsi 

"Apparentlly Button Actions allow you to not only copy Action steps from elsewhere on the current screen, you can also copy action steps from ANYWHERE else within your app/account." Nice.  I won't be recreating action steps manually any longer.  Thank you Blake. -James

Thanks.. I have many screens that are definitely not simply modifying data on a single table...things that our business has been doing for YEARS on pieces of paper but that had quite a bit of manual effort and logic involved with a heavy dose of math and intuition added for good measure. I've written countless actions that are not based ...

Hello David,    Unfortunately,  Method does not have a timer or auto-action that you can use to send out automatic reports every day.  There has to be a user action to start any process in Method. This can be either a click of a button or change in a field.  There are certainly ways to send it to multiple email ...

Hello Cindy,          You can do the rounding in a 'Basic Match Calculation'.  (There is another forum post on it here).  It would be setup by retrieving the value you want to round, adding 0 and selecting a rounding option.      For commas in numbers, there ...