Method Community

I installed the outlook plugin successfully.  I continue to get a login error from the plugin.  I have checked the credentials, deleted, and reloaded them several times just to be sure.  I still get the login error.  API settings are also activated for the user.  Please advise.  

Last week Paul launched our new blog series “3 Things” by talking about his obsession with finding solutions and how this relentless focus on solving problems, for our customers and ourselves, has become part of Method’s DNA.    When I joined Team Method last month I was struck by how much Method’s value system ...

This email came in from a user: Is there a way to search over my entire database? Often, I want to search for a specific key word that might have been entered anywhere (company name, in an activity, in a custom form, etc.). I can't figure out how to do this.  Unfortunately the current version of Method doesn't have this ...

The Edit Lead and New Lead screens are two different screens. Now you have to copy and edit the screen called CRM_EditLead or CRMQBO_EditLead and place your new field onto this screen too. Let me know if you need any more help!  - Jason

Jason, cleared everything up. Many thanks.

That worked and thanks. I saved the lead and all is good except when I click on the go to lead. the information is not in the lead information area of the next window.

Hi Rodney,  To start, you should add a new field into the Customer table. To do this go to Customize>Tables/Fields. Scroll down to the Customer table and click Edit Fields.... The type of field you want to add is a DateTime field. Don't forget to click the Add Field button and then the Finished ...

Hi Nick, The ellipsis brings up the Search for Customer screen, which allows you to search for a specific customer.  I don't see where it says that you can create a new contact from that screen.  This can be done however through customization.  You could put a link in the customer grid on that search screen.  That link ...

I want to add a custom field to the New lead window. By default the window is divided into two parts. The top for the lead info and the bottom labeled Lead Information. In the Lead information area I need to add a new date field. I want to it say "Lead Event Date" then a box for the date. I also need this date to be ...

Hi Mike,  After some more testing I have found that it is currently not possible to prevent a lead from converting to a customer when they are assigned as the parent to another lead. Unfortunately, it doesn't seem to be an action that converts the lead but an automatic process in the back end. If you like, I ...