Method Community

Hi JoanN, It wouldn't be possible to create a new Lead and associated Activity at the exact same time, since the Lead first needs to be created before an Activity can be created for and linked to it. However, if you're on the New Lead screen and click the Save & Edit button when you're done filling out the ...

Hi JoanN, You can add an Activity for a Lead by going to Leads > Leads and Contacts List and clicking Go To... to the left of the lead want to add the Activity for. On the Edit Lead screen that appears, click on the Activities tab at the bottom of the screen and then click the New Activity... button below the resulting grid. I believe this is ...

Hi taurusgardening, Would you be able to confirm that the error is still occurring with the February version? If so it may be something we can look into further. Thanks for all your feedback, it really helps us to make sure everything gets looked after. - Justin

Hi Jim, Could you provide a bit more information on what you're trying to do? Are you asking if you could add a parameter to a Method URL and have Method do something with it? Unfortunately there wouldn't be any way to accomplish this as Method does not support it. Depending on what you want to do, it could be accomplished using the ...

Awesome news! Thanks for posting back with your solution. Let us know if it works in Chrome as well. - Justin

If you notice a yellow dialog box at the top of the screen when you login, please take a screenshot of it and attach it in a reply to this post. If you notice this box when logging into Method prior to or after you follow the below steps, please reply and attach that screenshot. Try using the February version of Method. Log out of Method, go to ...

Hi taurusgardening, Try checking the time zone on the computer you're using to sign in to Method, that's where will pull the time zone information from. On Windows, right-click the time on the Windows taskbar in the bottom-right corner of your screen and select Adjust date/time. In the Window that appears click Change time zone.... On ...

Hi BVS, You can accomplish this by using Tags from within Method. First, take note of the customers that you would like to email. Then go to the Customers > Customers and Contacts List screen, search for each of the customers, and click the Go To... link to the left of their name. When in the Edit Customer screen, scroll to the bottom ...

Hi Vince, I'm not sure that I fully understand what you're trying to accomplish. Are you attempting to send an email to a client with mail merged data in it? Or are you trying to generate something containing mail merged data that you could then print out? These Help Center articles may help you out: Mail merge Report ...

Which table is it that you're working with? If it's Leads that you're dealing with, all the data is Method-only and doesn't sync with QuickBooks. If it's Contacts, the data does sync with QuickBooks and therefore any records you remove will be deleted from QuickBooks as well. This Help Center article explains how to use a grid ...