Method Community

We have been using another web-based CRM product that provides a way to capture all e-mail traffic associated with a support case. When the system sends any e-mail to a client regarding a case record the e-mail message has a reply-to address that automatically routes back through the provider's system to capture the content of the e-mail ...

Hi Mike,  I've been following up with you regarding this case via email.  - Jason

Yes, I had to change those since the original design was referring to the stock screen. Likewise, my Activities List screen was also a stock screen. Thanks

If you wish to sort and filter Leads, another option would be to utilize our Tags feature.  These tags also appear in the Existing Lead Contact List grid and can actually be transferred over when the Lead becomes a Customer and appear in the Customer List screen as well. - Adam

Thanks, Adam We actually would like to use the LeadStatus and LeadRating fields in slightly different ways than they were intended to allow us to categorize and sort our leads.  The advantage of using these fields is that they already appear on the Existing Lead Contact List Grid which makes them available for searching/sorting without ...

Hi k.leeser, Unfortunately the LeadStatus table cannot be altered as Method automatically inserts these values when converting the lead to a customer.  The LeadRating can be altered, however you'll need to create a simple screen to edit and add values.  This screen is really simple and just needs to include a grid to see the ...

Hi Mike,  Did you make sure to point the link in your Edit Customer screen to your new customized New Activity screen? It sounds the Show Screen In Pop Up action is pointing to a different screen. My screenshot below shows the action inside the New Activity button in your Edit Customer screen.  - Jason 

Hi andy,  The Amount and Total Amount fields are calculated behind the scenes so you cannot change it. Unfortunately, it must be this way to sync and match up with Quickbooks. Hope this helps! - Jason

Hi Eric, Your process is correct.  I tested using my account and it worked as it should.  What do you see when you hover over the tablink?  It should list your new screen there, like below: How are you accessing this screen?  By clicking it directly or through for instance the "New Lead" button on the Leads and ...

OK, so I added 2 linked fields to the Activity table: Fullname via Fullname (from Contacts) ContactsEntity via Entity (from Contacts). I called it ContactsEntity because there was already the Entity field I mentioned above. Anyway, those were available to be chosen and I selected Entity first, but there was still only 1 contact showing for ...