Method Community

Hi there I'd like to be able to search/sort my Vendors by type. For example - select Contractors - and see all the contractors listed in the vendor list. Is this possible? If so, how. Let me know. Thanks Mike 

The Go to links in transactions on our CRM version are not working. I suspect that these have not translated when I created bespoke screens - what do I need to change to make these work? Let me know Thanks Mike 

Hi Guys Trying to find invoices on the system and get a dead page - please see below http://www.youtube.com/watch?v=-zUvCC3HlWw Let me know your thoughts havefun Mike

 Hi Matt If I click on the Customer name in the grid I get a page with the tab headers - but otherwise the page is blank. Any thougths. Windows 7, ie 8 working in fallback mode Havefun Mike

 Hi there I've been caught by this several times. I enter info into an opportunity and then later get more contact information. There is no apparent way to add that information - please see this screen reccording http://www.youtube.com/watch?v=yyT9X6IBaZE Let me know your thoughts.   Havefun   Mike

Is the Method Pro-services webinar still available to view? Can you provide a link please.   Thanks   Havefun   Mike

 Are there any rules regarding modifying activities in Method. I've been updating activities and have realised I've missed loads of actions because they weren't syncing with Outlook. Some seem to ne updating - and others aren;'t Any thoughts? Mike

 Hi Amanda Still having major problems with List Builder - it times out - I log back in and the list shows but the excel export is not very helpful. As for editing Listbuilder - needs someone more talented than me to work that one out. BUT the export route using Integration tools (plus some tweaking in Excel) did the trick. Many ...

Hi Guys We've been trying to export a mailing list from Method using the List Builder. I'm trying to include all clients plus prospects. I've run the list builder routine but just get the "timer circle of death" and when I try to export I simply get one meaningless record. Please can you outline how I can create ...

Hi there We create  some invoices/estimates and PO's in Quickbooks - and some are created in Method When I look in Method, I can see all the outstandoing incvoices created in Method - and the most recent created in Quickbooks - but not the older invoices created in Quickbooks? Same with estimates and POs. I'm I getting something ...