Method Community

Is there anyway to link an existing contact (a lead or vendor or company, or a contact associated w/ another company) to an existing Customer's contacts?  I work with and collaborate with my own vendors and outside professionals/companies on multiple unrelated jobs for different customers. Typically I work ...

Thanks for your reply! Do you recommend I use the February version or the October version?  When will the fix apply to both versions?  I have successfully imported my contacts, that wasn't a complicated process and didn't take long to learn, but the issue was importing notes and tasks that were associated with those ...

quick follow up: when I go to opportunities list and filter to view by next activity, almost every activity we have made since starting our method account seems to have auto related to an opportunity by the same or sequential activity number. Clicking on go to the activity, and then clicking "..." to clear the opportunity ...

I am new to Method and the migration of our company's data from our previous CRM has been trying and complicated and still is incomplete, so obviously it's interrupting our work flow.  The latest issue is activities automatically and incorrectly relating themselves to opportunities that I have not even viewed or ...