Method Community

How do I import an Excel list into my campaign list builder?  Also, how do I add another field to filter by when making an email campaign (for example: region)?

I am looking forward to the next version of the designer.  Thanks Paul. ~V

Hi jwarren, [quote user="jwarren"]I see that Method uses Method CRM for its own internal use.[/quote] We definitely do! [quote user="jwarren"]I am trying to vaiod reinventin gthe wheel and looking for some valuable feedback from Method?[/quote] Our portal screens are customized but you can definitely achieve similar ...

Hi Annette, Take a look at the actions on the Print Preview button of the invoice screen.  That generates a PDF of the invoice and saves to an action result.  Action results can be sent as attachments in Send Email actions.  If you put similar actions before the Send Email action on the Save & Email button, the ...

It's coming.....but not in the current version of the designer. This will come in 2013. Paul

Is there an action that allows multiple fields in a database table record to be updated at one time (as 'Insert Records Into Table' allows multiple fields to be set upon insert)?  If not, would the Method Development Team consider creating one.  It would be a time saver, not to mention making the action set less ...

Hello, Where can I find a paper or video about the best process flow for Method? There are some in-depth videos about how to use each feature in Method, but I'm looking for something that shows how to use all the features together. For example, Biff the sales guy gets someone's card at a networking event. So he enters this person into ...

Adam, He changed his mind. An attachment instead of a link will be fine. Can you point me to the documentation on that please? Or, point me in the right direction? Thank you, Annette

Currently, we only provide support for e-checks through ElectraCash and Authorize.NET.  It's on the roadmap, but I can't say when it might be available. - Adam

Hi jwarren, [quote user="jwarren"] Under the Customers Screen after clicking ( Go To...) you have access to Customer Sub Tabs. How can we create additional Sub Tabs using data from custom tables? [/quote] Are you looking to add a grid into a new "sub tab"(tab section) on the screen? If so, you can make a copy of the ...