Method Community

Scott, I have been working on alternatives for this, unfortunately there are no easy ways to accomplish this and be able to utilize the listbuilder in Campaigns.  I am not saying this would not be possible, but it would require some screen customization.  One example, is, as I have said above, you can manually enter tags for Customer ...

Hi VLocke, This sounds like something we may have to take a closer look at. Can you email me the company account name, the field that you are talking about, and the screens you used it in? Also, can you activate the MethodSupport user? To do so, go to Customize>Users and click the Active check box for the MethodSupport user. ...

For anyone following this post, the field CRMActivityDefaultActivityType can be found in the Users table. Regenerating this table solved the issue. Jason

Thanks Ben, Now We're back to square one. How can we sort our leads by state, or any other applicable field, so we can target our campaigns?

Scott, Unfortunately in order for these tags to show up correctly in Listbuilder for Leads, you would need to manually add them from the EditContact screen for each Customer Lead.  If I can get any further information on this, I will reply directly to this thread. -Ben

Hi Charles, Can you email me the screen this is happening on?  The only other thing I can think of is that you may have selected the wrong grid. - Adam

Method Team, I added a new tsxt field to the customer table - it showed up in the customer table list of available fields - it showed up in the screen customization window for new customer - I have used it on the screen for customizating - I am testing for it saving the field by exporting the field to excel and it will not export the ...

I have sucessfully merged the County with State from my counties list, using character functions as you suggested. Thanks for that one. I have also done it with CompanyName and RecordID from Contacts table and put results into a third one called "CompanyWithID". When I export the table and search for duplicate entries in this column ...

We are looking for a way to restrict access to the CRM for certain users, after a certain time of day.  I haven't been able to update the Users table without getting an error.  Is there any (efficient) way to accomplish this? Thanks, Garrett 

Ben,  These are Customer Leads, importied into the Customer Leads table.  in order to futher pusue. within Method. Thanks Scott