Re: Customization

Method_Jason — Thu, 04 Apr 2013 21:28:03 GMT

Hi ncbiay333,

This seems like a pretty complicated customization job with a lot of steps and there can be many different ways to pull it off. I can point you in the right direction for each of your points, but you may have to hire a consultant to complete this job for you.

ncbiay333:
1) Customize Method to look for specific paramaters marked on each customer to generate a schedule of events specific to each customer based on the events they are participating determined by the level they purchase and the time/day that we set for the events themselves without overlapping events. It needs to be able to populate a registration form based on their contact information and specific schedule to allow the customer to know what they are doing every second of each day during the competition. It also needs to be able to generate a unique 4 digit number based on their age with the numbers limited to the groups we designate, I.E. 1000-1999, 2000-2999, etc., without any duplicates

To start - you would have to add fields into the Customer table for each parameter. For example, a dropdown field may be best to choose which level the customer purchased. This dropdown field can trigger populating some event fields that are associated with it. Does a specific level of purchase always trigger the same events? To print a customer schedule, you will probably have to create a report in the Method Report Designer. You may have fields in the Customer table that could be for example Event 1, Event 2, etc. These can be placed on the report for the selected customer. For your unique number generator, I suggest checking out this similar post.

ncbiay333:
2) At our on-site registration, we need to able to generate a master list of those scheduled to attend the competition and allow staff to go in to the master list and check a box to indicate that the customer has shown up and allow us to print their schedule (outlined above) on the spot. Our staff can then also generate a list of those registered for each event.

This can be done with grid filters. On Step 3 of 9 of the Grid Wizard you'll see filter options. If you have a field that marks if a customer is scheduled to attend the competition you can filter by that field. You may also have a field that marks if they have shown up (a Yes/No field would be suffice for both) so that your staff can update the grid.

ncbiay333:
3) Based off of those that are checked in at registration an secondary list is populated for our judges to access via guest portals that shows the customers unique 4 digit number (which is used for identification purposes throughout the competition in lieu of their name) and will allow the judges to either enter scores (only specific events are scored) or put a check mark next to those they are interested in. Our staff will then need to be able to generate two separate reports from the secondary list: 1) a report that shows how many judgeds check marked a specific number and totals the number of check marks and 2) populate a list for each customer identifying which judges put a check mark next to their number.

You can setup and customize a portal for this step. The portal could have a grid that again has the appropriate filters applied, and also include fields that allow the judges to enter scores.

If you decide to attempt this customization job yourself, feel free to reply on this thread if you have more specific questions about the job. Watch our customization webinars, and take a look at our customization Help Center articles. If you're interested I could put you in touch with an in-house consultant, or you could also look into our Method Solution Providers.

- Jason

Customization

ncbiay333 — Thu, 04 Apr 2013 16:52:52 GMT

I'm attempting to do some extensive customization with my CRM to allow my company to do pretty much everything within it.

Our company hosts a competition 2-3 a year with various events and levels depending on the amount the customer pays.

What are are trying to do is three fold:

1) Customize Method to look for specific paramaters marked on each customer to generate a schedule of events specific to each customer based on the events they are participating determined by the level they purchase and the time/day that we set for the events themselves without overlapping events. It needs to be able to populate a registration form based on their contact information and specific schedule to allow the customer to know what they are doing every second of each day during the competition. It also needs to be able to generate a unique 4 digit number based on their age with the numbers limited to the groups we designate, I.E. 1000-1999, 2000-2999, etc., without any duplicates

2) At our on-site registration, we need to able to generate a master list of those scheduled to attend the competition and allow staff to go in to the master list and check a box to indicate that the customer has shown up and allow us to print their schedule (outlined above) on the spot. Our staff can then also generate a list of those registered for each event.

3) Based off of those that are checked in at registration an secondary list is populated for our judges to access via guest portals that shows the customers unique 4 digit number (which is used for identification purposes throughout the competition in lieu of their name) and will allow the judges to either enter scores (only specific events are scored) or put a check mark next to those they are interested in. Our staff will then need to be able to generate two separate reports from the secondary list: 1) a report that shows how many judgeds check marked a specific number and totals the number of check marks and 2) populate a list for each customer identifying which judges put a check mark next to their number.

Method:Classic General Q&A

Re: Customization

Customization