Method Community

Thanks for your response. So the short answer is "No, Method CRM cannot be configured to operate in the manner described." We're trying to decide what modifications will be required to our case-handling procedures to work around this limitation. The Outlook plug-in may help, but, at best, it will require more time and effort from ...

Hi jdcard, For Method, you would use Cases to keep track of your support cases.  With the addition of either the Gmail Gadget or the Outlook Plugin, it will allow you to log incoming emails and respond to those emails through the plugin/gadget by updating the case notes in Method.  It can either update or create a new case. ...

I integrated another payment gateway using REST (web-service). The issue is their transaction-id is 32 characters while method allows 20 characters max for the transaction-id (in the tables or something - I just get a popup indicating only 20 characters allowed). Is there a quick way to tweak this in method? 

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