Method Community

Hello Robert, You need to customize your screen in order to have an attachment field. Currently the only way to attach a file to an outgoing email in Method is to create a screen based off the Document Library table, and even then it's a little tricky. There's no way to implement this on any screen that allows you to send email by ...

Hello Vince, You are right , you have to do three seperate imports into three separate tables, Basically the import /export tool allows you to extract all datat from tables in Method(export), and import records into any table that supports additons. I am quite confused about the second part of your question in which you mentioned whart are ...

Hello Wentsi, Basic Idea of Import is to import new data to existing fields or creating new fields and update data in those fields. The Import/export tool allows you to extract all data from tables in Method(export), and then import records into any table that supports additions. When you update any data into the existing field make sure you only ...

Hello Cheryl, I am glad that your issue is reoslved.  -Inder

Hello BVS, Here's my answer. You can definitely do that by using List Builder feature to easily generate a list of customers based on your criteria, and then send an email template with the appropriate information. But in order to use List Bulider, I would suggest that you use TAGS for the customer you  would like to ...

Hello Cheryl, Here's my answer. Work orders does not sync with quickbooks, you have to create an invoice of the work order in order to sync them with quickbooks. In regards to Estimates make sure that the Wait for Sync Approval is unchecked on the Field Service Center -> Estimate -> Add/Edit Estimate Screen, this will ensure that ...

Hello Vince, Thanks for your feedback, we are aware of the error that occurs when you try to click on the number of posts., there is a bug because of that its not returning the proper action but it is not affecting any other part of the forums. You can post your questions on forums without any trouble. In order to search for the post ...

Hello Aaronseal, Here's my asnwer. To set up you email in Method,  In Method CRM, go to Customize > My Account. Click view / edit... beside Default Email Preferences. Enter your SMTP mail server settings. If you are unsure what your settings are, you may have to ask the person at your company who setup your ...

Hi Appletonator, Tags are stored in the TagList field, separate by commas, with no spaces. The first and last tag are wrapped with a comma. So, if you had a contact you were importing that was a friend and a partner, you could import them with this format: ",Friend,Partner,". NOTE: at this time, importing a new tag into a field ...

Hello Vince, Here's my answer. If you wnat to add a person whom you don't want as a customer, you can add him as a lead by clicking on tab Leads -> New lead. So in this way that lead won't reflect in your customers. However, you can convert your lead to Customer anytime you want. We have a great article on Leads in our Helpcenter, ...