Method Community

Hello Team.  I am new to Method but already love the gadget.  I have been adding new leads as I receive emails but these new leads are not showing up in Method.  Any help? Thanks, JL

So, is this simply a case where the Method field and the QB field LABEL need to be the same? In the QB Customer table, the "CustField1, 2, 3...etc." columns will always be there, but it appears if I make the field NAME/LABEL the same as a Method fieldname, the syncing will happen. Am I correct?

Actually, this is not the case - they appear to be linked. I did a test: I updated the field labeled "Program Level" in QB (which had an actual field name of CustFld1) for a certain customer, and that change translated to the "Program Level" field in Method. So they ARE linked. I just don't know how I did it before. If ...

Hi Aaron, I am not too sure what is going on here, technically you are correct in the sense that if you choose Method to assign ref numbers, then they should be created in sequence.  The only way I can really see this happening is if someone changed the invoice number in QuickBooks, then Method saw this new number and created all future ...

Hello,    The action is called 'Assigned value to action result'.  You can find information on it in our Help Center.  It's straight forward to set-up.  When you have the Action Properties screen up, you give the Action Result a name, choose Value From Screen and select User - Sales Rep Initial.  This is ...

I am already using that exact mail merge command, however I notice that when I pick different contacts it does not pull in the correct first name.  I always draws off the main first name on record.  How do I draw the name of the contact I am working with.  I select the "New activity" from within the contact ...

Hello Mike,    It sounds like you have it correct.  It will save to your StaffAccountStatus and CustFld1 if you have a 'Save All Sections' or 'Save Sction' on your save button. - Greg

Hi nwcleaningllc, There are two different ways you can generate a web-to-lead form from within Method, you can either choose the "Basic" or "Advanced" setup.  I only bring this up because if you were to go with the default options from the Basic setup, this Contact information does get carried over to the Opportunity that ...

Hi CF_Pro, You would use Method Integration's "Mail merge" feature. You can read about it here. For your example, the variable name for the first name of the contact is expressed as Customer.FirstName. Naeem

Hi CF_Pro, This can be done fairly easily. Just go to the Customize > Tabs screen.  For the Home tab, click Edit Tab Links. On the next screen, click Edit under "Roles that can view" and select the Staff role. Click Save, then click Finish and you're done.  Your users will need to refresh their screens before they can ...