Method Community

Hello Wentsi, Basic Idea of Import is to import new data to existing fields or creating new fields and update data in those fields. The Import/export tool allows you to extract all data from tables in Method(export), and then import records into any table that supports additions. When you update any data into the existing field make sure you only ...

Hey Lance, I can't speak to your script, but I add these elements to my Sales Orders templates all the time. I add them as fields beneath the address box so that I can add labels, like "name, email,phone"...They aren't quite the same as an address. Fran

We have enabled the check box column on our customer list but are unable to filter by checked record.  The purpose is to create a custom list for sales people to call from.  Has anyone accomplished this?

We have a need to update multiple records with the same piece of data for a certain field.  Namely, the record manager.  Currently, we are updating the records one at a time.  Is there a way to make the changes from the customer list or is there another alternative?

Hi Ben, I think I answered part of your question in your other post. Is this screen for viewing customers like the Customers and Contacts List screen? Or is it to edit like the Edit Customer screen? If its based on the former, that screen is based on the Contacts table so as I said in my other post, you'd need to add them as linked fields. ...

Hi Ben, The reason you're having difficulty is because the Customers and Contacts List screen is actually based on our Contacts table. You could still use this screen, however you would need to alter the grids to show Vendors instead of Customers.  To do this, go to step 3 and change each filter. As for the linked fields, you should ...

Hi, My company uses Method CRM (regular, not pro) on apple computers. It seems our customization and report options are limited, since we don't have access to the Report Designer (Windows only), and we have a regular CRM account as opposed to Pro. I was hoping someone could help me figure out what our options are, in terms of customization ...

Using the standard New Activity screen, how do we add an attachment to our emails from there?  Do we have to use the Google Gadget to handle attachments?  Thanks.

I've been importing customer information, both new information and to existing ones and now I discovered instead of merging information to existing customers, they are overidden. i.e. As I import new information to an existing customer but leave certain fields black such as phone numbers and emails, they get erased on Method (and then ...

How can I customize a Customer screen using fields from my Vendors table, or vis versa? For example, I have some custom fields that I created on my Vendor Table, and I would like them to show up on both my customers screen and my vendors screen. Thanks! __________________________________________________ Update to ...