Method Community

Customer list.  We are migrating from an on premise crm that allows us to assemble calling lists by selecting records.  The checkbox column is present, but not sure how we fileter by checked items.

Hi Chelsea- You do have options here.  The primary restrictions on your "Regular" level Method account are that you can't install apps or screens that someone has created outside your account, and you can't create your own new tables in your account.  You do have the ability to add new fields to existing tables and ...

Hello Retrotel, If you can provide more information about what are you trying to achieve and which fileds you want to update and which table you are working. If you can expalin me your scenario, I can definitely try to help you achieve it. -Inder

Hello Robert, Here's my answer. Right now we do not have any email notification system which notifies you when sync is stopped. But you can always check in Method under Quickbooks tab> synchronize to see the ststus of your  last sync. Hope this helps. -Inder

Hello Robert, You need to customize your screen in order to have an attachment field. Currently the only way to attach a file to an outgoing email in Method is to create a screen based off the Document Library table, and even then it's a little tricky. There's no way to implement this on any screen that allows you to send email by ...

Hello Vince, You are right , you have to do three seperate imports into three separate tables, Basically the import /export tool allows you to extract all datat from tables in Method(export), and import records into any table that supports additons. I am quite confused about the second part of your question in which you mentioned whart are ...

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?