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Custom screen CRM_EditLead(2)
In the lead activity screen click send an email
It is a custom custom email.
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rodsstuff,
From which screen is the email sent from? Is it the custom screem you created? Or is it a stock screen like the Invoice screen, estimate screen, Activity, Case or Opportunity or all of them? Also is this a custom email template the you created or one of our stock notification templates?
Sorry for all of the ...
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Could someone please provide the instructions on how to disable the delete function? When in Activities, or any other tab where one can create anything "new," at the bottom right, there is a pull down box that says "more". Within that, a user has the ability to delete anything they create. I need to ...
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[quote user="Method_Adam"]
Hi rodsstuff,
Is this a stock template or a customized one? Also, from which screens does this happen?
- Adam
[/quote]
Its in the emails. Send out an email with a merge field in the subject line and it doesnt populate with the information.
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Once you've added the new dropdown field to the grid on your customized screen (and made the grid editable), Publish/Save the screen, then from Customize > Screens you can use the Screen Name filter field to search for your new screen (ReportMethod). You'll want to highlight the screen name then click the View button that appears ...
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Hi rodsstuff,
Is this a stock template or a customized one? Also, from which screens does this happen?
- Adam
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Company.CompanyName wont fill in the company name just displays Company.CompanyName
Thanks
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"You can then access the screen and link your Method users with their respective reports"
I follow you until here. How do I link the users with their respective reports?
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I am technical so I can do some customizations, but I don't know where to start. If you can send me some information about how to setup the price levels I can attempt to do it myself and then see if I need technical support.
Thanks
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ecoxotic,
It is possible to utilize price levels in Method, but it does not come preloaded with the software. It must be customized. Depending on the complexity of your project and your comfort with customization, you may need the assistance of a paid in-house consultant or a Method Solution Provider.
Jason
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