Method Community

I want to add a field to the grid in the leads and contacts window.  I have created a few custom tables and all the others show execept the one I need. The field I need is LeadEventDate. LeadEventDate is not in the dropdown list. Here is where I am at. Lead and Contacts List - Right Click and Customize - Customize existing screen ...

Hello and welcome to Method CRM’s weekly blog post. My name is Errol and today, I will talk about our user tutorial videos. Of course, I always talk about the tutorial videos. And you know what? That intro line is now seared into my brain. I think I’ve said that line so many times that it just comes out naturally when I am greeting ...

Problem solved Dave, thanks for another quick response.

Hi Jennifer, As per our discussion this was caused by a Google Chrome caching and/or setting issue. We cleared your cache then went to Tools > Encoding > and enabled Auto-Detect. This looks to have resolved your issue. It's good to know that it only happens in Google Chrome and not other browsers. We'll most likely post this as a ...

Hey Ben, Are your employees Method users linked with their respective portal users? If so, then you can easily limit what they see on the grid using a filter. Check out this post which suggests the same approach. On a side note, will your employees strictly be utilizing the portal or will the login to the CRM as well? - Ashur

Alex, This might be possible, but it could be quite complicated.  I'll see if I can come up with something. - Adam

Hey Matt, Good(weird?) find....anyway...there was a check that  the word 'MIurl' had to be in all lowercase characters, or else it would use link.methodintegration.com. I've removed that check. Let me know if the problem is solved for you. Dave

Allison, Unfortunately, you cannot convert a customer back to a lead. Once the customer is entered into Quickbooks (QB), there is no turning back! If you sync an estimate to QB the lead will automatically be converted to a customer because in QB the estimate must be attached to an existing QB customer. Like you said, ...

Is there any way to convert the customer back to a lead, or will I just have to reenter them?

Testing the call at https://www.methodintegration.com/MethodAPI/service.asmx?op=MethodAPIGetScreenURLV4 is returning http://link.methodintegration.com/xxxxx wether I enter link or MIurl in the DomainLinkOrMIurl parameter. I was hoping to have it return MIurl.cc/xxxxx so I can use it in an email and not have it be so long.