Method Community

Paul, So if I am hearing you correctly, I CAN use a list that i have exported from the list builder. I want to use the same people because we send out emails to a certain kind of client (CPA firm, not for sale purpose). So, how do you import the list, as all i see is a export list option. I am excepted to hear that the listbuilder will be ...

HI, SO - I know I have spoken to someone about his, but I have to individual create my listbuilder everytime and it can take me up to an 1hour! I know I can export the list before sending it out, this way I have what I have sent out. The question is: Can I UPLOAD that excel list if I want to use that same list again and again??? PLease tell me ...

Hi, This one is a doozy, so I am not expecting much of a solution, but I have to ask. SO, we have implememented a program called Big Time, which is a job tracking, timer software. Big Time links with QBs and within BT, we make subjobs under each customers (beacuse we are seasonal, and do the same job types every year, we create the same jobs, ...

Ashur, This worked great! Thank you!  

Hi, So I know when I create a campaign, the merge field should say, ListBuilder.(name of feidl wanted) FirstName. The question is, when I am working on a specific customer and what to start a new activity and Send Email and use a template, what is the correct merge field label - is it still ListBuilder.FirstName? Or since there is NO list being ...

Hi Adam, Thank you so much for following up. I will review with my boss as she has access to this screen.  You and Ashur have been VERY Helpfully (I do not use this word lightly)!   Thank you!

Adam, Thank you and I will look into this. Where is this page located? I went to my profile and did not see this. I am not the administrator, so would this be something that my boss (the administrator) have access to?

Adam, I am not using Gmail – so I am not sure why that was suggested as a problem. I am using outlook and Method CRM. Maybe it a behind the system, the way my profile is set up? Below is what I have and what it looks like. Again, when I am sending out campaigns, this is what I get int he From area: Kitty A Walker ...

I have a contact for an existing customer and now that contact is a customer. Can you convert that contact into a customer?

Hello forum, I have created templates to use on my campaigns. My campaigns are just emails with information about information needed for our firm during tax season. What I am seeing when i have been testing my emails are the FROM section has a long format like this: Kitty A Walker [cj@cjspadycpa.com]; on behalf of; Kitty A Walker ...