Method Community

The same user emailed in:  My sales manager said that when she enters an activity she has to manually enter the date in the notes section.  I thought there must be a way that it "stamps" the date the activity was completed so that we can list all the activities completed in one day and review notes.  She said she used be ...

I need further clarification on this: The dropdown in my New Activity screen is based on the Contacts table and currently shows: Name via ContactsName CompanyName EntityType I would like the first column to be the Entity field. In my Activity table, I already see an Entity field, with dotted underlining, and when I hover over it it says: ...

How can I add values to these tables?  Lead Status is currently limited to Open, Qualified, Unqualified  Lead Rating is Cold, Hot, Warm I would like more/different options

Hi Philip,  I have a suggestion that may or may not be worth pursueing. You can contact Google to see if you can get the map "fixed" so that your address will point to the correct side of the road. Click here to report the problem to Google.  - Jason

This email came in from Susan: Is there a way on Method to search or click on something to pull up the activities that were updated from the prior day and view comments from them? Hi Susan, While there is no stock way to view all modified activities from a certain day, there are a number of ways to customize this.  One way would be ...

 Last Friday we decided to try something new: a virtual pizza party with a few customers. “Virtual” because most our customers are in different cities from us. “Pizza party” because we sent pizzas to their offices at lunch time. And this little experiment lead to today’s 3 Things post: Surprising and Delighting ...

I've tried to link the New Lead tab to a new custom screen I've created, but it keeps going to the standard New Lead screen.  Here's what I did: 1. I added fields to the Customer table. 2. I created a copy of the CRMQBO_NewLead screen, but I did not "replace tab links." 3. I made changes to the new screen I had ...

Well, I tried it again and it initually worked. I exported the Customer table and the changes were in it. But after a few minutes (synchronization, I guess), I exported the Customer table again and all Contact entries that I had imported had reverted to their original states. Also strangely, when I pressed the "Changes Only Sync" button ...

Mike,  My screenshot said Do Not Import on RecordID on my earlier screenshot because I hadn't selected Update existing records by matching the key fields yet. Once you check this box you should be able to choose RecordID as a field to import to. My new screenshot below should be what it looks like before you ...

I am amending the default 'Purchase Order' screen to allow the tax code to be changed for each line item. However I can't see where the 'Total Amount' is calculated. After entering the line items and changing the 'Amount' to reflect the new tax code I hit 'Update' and the 'Amount' is reset. Then when I ...