Method Community

I'm creating some custom dashboard reports for cases. I have a bar graph showing number of cases created by month. Is there a way of hiding those months where no cases were created, or only showing values for the last six months.? Just looking at ways of reducing the size of tthe graph on-screen.

There's no denying it - you might be the best at what you do, but you still need a way to get the word out about your product or service.  Of course you're busy being the best at what you do - who has time to conduct their own advertising campaign?  Well, now you do - thanks to Method CRM’s integration with ...

Shane,  MailChimp will do the emailing, not Method. As long as you're using the same list, only new additions will be emailed. Hope this helps!  Jason

I do have a question about reopt. From your instructions "WARNING: Your contacts will receive an email from MailChimp asking them to confirm their subscription to your list. Therefore, do your testing wisely! We recommend making a tag called ‘MailChimpTest’ and assigning it to a few internal test contacts, and only choosing this ...

Hi Shane,  Glad you found it! Here is an article from our Help Center that explains how we integrate with MailChimp. Also, look out for blog posts in the near future that may shed some more information!  Jason

Never mind looks like there is  a way to do this

I don't see any direct way to integrate with Mail Chimp.  If I am overlooking please let me know?   If there is not are there any plans to integrate in the future? Many of your competitors integrate with Mail Chimp and would be a great feature.  List Builder is cumbersome to use and just not offer as many featires ...

Hi Brian, I actually had a very similar question recently. Check out this forum post. Remember that you have to also add the fields to your screen, not just to the table. Let me know if you have any further questions! Jason

Hey Brian, You're on the right track! Once you add a field to the customer table, you still need to display it on a Screen (for example New Customer or Edit Customer screen). To do this you must go to Customize -> Screen and then copy the screen you want to change.  From there you use Screen Designer to add the ...

I appologize in advance for the many questions but I am starting to feel a bit retarded.  I just want to add a new field to the customer screen, just something that will be in the CRM.  I have clicked on the Customize Tab -> Tables / Fields -> Customer -> Edit Fields. Then clicked Add a New Field, typed a Field Name ...