Method Community

I have played around and still lost. 

I was hoping that when we create a invoicew with a tag. That the tag would then go intpo the contact main screen and their portal. Is this possible?

Hello Kristine,

No, tags added to an Invoice do NOT automatically flow to the Contact or Customer Portal in Method CRM.

Here’s how it actually works:

Tags are typically record-specific (e.g., Invoice, Opportunity, etc.)

• If you tag an Invoice, that tag:

  • Stays on the Invoice record

  • Can be used for filtering, reporting, or workflows tied to invoices

• It does NOT sync or propagate to:

• The Contact record

• The Customer (Portal view)

Why this Happens

Method CRM treats each table (Invoice, Contact, Customer) as a separate entities unless:

• You explicitly map or automate the relationship

• Or build a custom workflow

Here are some options:

Option 1: Automation (Recommended)

Create an automation like:

• Trigger: Invoice created/updated with a tag

• Action: Update related Customer/Contact field

Example:

• If Invoice Tag = “VIP”

• Then update Customer field → “Customer Type = VIP”
  

Option 2: Custom Field Instead of Tag

Instead of tagging invoices:

• Create a custom field on Customer/Contact

• Update that field directly (manually or via automation)

This way:

• It shows on:

  • Contact screen 

  • Customer portal (if exposed) 

Option 3: Portal Customization

If you specifically want it visible in the portal:

• You’ll need to:

• Store the value on the Customer record

• Then expose that field in the portal layout

How would I create the automation?

Are you using Method Classic or New platform?

New Platform

There are various ways to achieve this with the help of customization. Here is the link to our help center article that covers App Routines. Also, if you wish to do it by yourself, here is the link to our Customization section.

We also offer in-house consulting. If you wish, we can help you build as well. Let us know if you need any further help with this.