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Hi AllFloridaBeeRemoval_Richard,
I just wanted to give you an update that I was able to duplicate this issue on my end, and have created an internal ticket for our team to take a look at this.
As a temporary solution for your issue until we resolve the issue on our end, please refer Here for the forum post to give you an alternative solution. ...
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Hi taurusgardening,
QXpress Online and Method are two separate applications and companies. Any questions related to QXpress Online should be handled through Marathon at 1-888-797-7377 or going here - http://www.qxpress.com/discuss/index.
Ronen
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Hi JeremyM,
When you do an export from the customer table, you will be able to see the column headings in an excel format in the first row. You will be able to see these headings when you go to Customize>Integration Tools and clck on the Go to Import/Export link in the Import/Export section.
When you select the option to Export a table to a ...
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Hi Lorin,
You need to make sure that the screen that the tab link Leads and Contacts List is attached to is CRM_LeadList. You can again find this out by going to Customize>Tabs, click on the Edit Tab Links... beside the Leads tab.
I hope this helps.
Ronen
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Hi Lorin,
When you made a copy of the edit lead screen, did you select the option to Replace links to an existing screen: or did you select to Add a Tab Link?
if you selected the option to Replace links to an existing screen:, make sure that when you go to Customize>Tab, that when you cick on the Edit Tab Links... beside the Leads tab, that ...
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Hi m.guy,
I just wanted to give you an update that in you Method account, the original Method screen BillPayment has been updated to the correct date of Feb 6, 2012.
Ronen
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Hi emiller,
I have an update for your question here. You can generate a list with all of your leads within a function called a List Builder. The best way to do that is go to:
Go to Campaigns>List Builder.
Click on the Fill List With... section.
In the section where it says to Fill with customers:, make sure that you select Is ...
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Hi Katie G,
The steps that I have given you earlier will delete the stage and I don't want you to get rid of that status. I just wanted to give you an update that I will be looking into this request internally and will update the forum post with my updated information.
Ronen
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Hi emiller,
These e-mail templates are designed to be emailed out to clients through activities within Method. One example can be seen in the New Activity screen under the New Activity tab link.
The Send an Email checkbox opens up the Send an Email section for that activity which you can e-mail to the customer/lead. At this time, we ...
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Hi Katie G,
The following steps will help you get rid of the Closed Won stage:
Go to Opportunities>New Opportunity.
Click on the ... beside the Stage dropdown.
Click on the Select link for the existing opportunity stages.
Click on the More actions... button and select Delete Opportunity Stage.
I hope that this helps.
Ronen
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