Method Community

Following up on conversations with leads or customers we want to send and attachment with the email we can generate within the Activities screen but can't locate an attach file button or option. For instance, I just spoke with a customer who requested an updated price list but since I couldn't find an attach file button within Method I ...

Is there an option to disable email notifications for assigned tasks? There are times when the emails are overkill, actually a nuisance. It would be nice to have the option to not send the email notices what asigning or reassigning an activity.

I have 320 customers that are in Method and Quickbooks which are listed on a spreadsheet after exporting them and working on them in a spreadsheet. I need to create an activity in Method for those 320 customers and it will be really time consuming to use List Builder to identify the 320 out of over 3600 customers currently in Method. Is there ...

After importing a large list of leads I would like to filter down to a smaller list of 40 leads and schedule an outgoing phone call activity on a certain day and assign it to a user, then schedule the next 40 an outgoing phone call on the next day again to a user and so on. Is there a feature in Method that allows me to schedule ...

I am working on my first import file and would like to import the data with the sales rep in one of the import fields. I found the SalesRep field and noticed that right next to iit in the list are two likely related fields, SalesRep_RecordID and SalesRepRecordID. Method is integrated and syncing with our Quickbooks Desktop database. Can I ...