Method Community

Hi Abbie Sherman, Here are the steps to ensure that these stages don't show up in the report: In the "Generate Report" action, click on the dropdown beside the "Report" label and choose the report that you want to generate. This report has to include the Opportunity table.  In the "Filter Report" ...

I recommend that you first export the leads that you have imported into Method:  1. Customize > Integration Tools 2. Select Export a table to a file 3. Pick the Customer table from the dropdown 4. Choose the following fields to export: a. RecordID b. FirstName c. LastName d. FullName e. SalesRep f. IsActive g. Name 5. Choose ...

Hi Abbie Sherman, I just wanted to add additional information to my response above. You have to also modify the setting in Step 9 of 10: Access to Customize Screens on that wizard.  In this section, you have to put a check in the checkbox for This user is allowed to create new screens. In addition to that setting, you can also limit ...

Hi BungalowMatt, You can turn a lead from a "Qualified" lead to an "Unqualified" lead if you don't see them as a good fit for your business at the current time. I would though put into consideration the Active and Inactive concept as i explained before.  The lead can certainly be considered unqualified after you have ...

Hi Abbie Sherman,  Your admin needs to edit your user permissions in Step 7 of 10 in the user edit wizard when they click Edit on your user. To access the Screens tab link, the Screens checkbox needs to have a check. If your admin would like you to be able to associate a tab or tab link for that new screen, then they can ...

Hi Abbie Sherman, The field in the customer table that indicates if a customer is a lead or not a lead is the "IsLeadStatusOnly" field. Are you exporting this information out of Method and importing it into another program or are you using our Report Designer to create your report? Ronen

Hi lpierpont,  Are you looking at an original screen or are you looking at a customized screen? If it is an original screen, when you select an activity from the gird, it will open an individual acitivty. When you finish that activity, you need to make sure that you change the Status of the activity to completed above the area where you ...

Hi CatWineUSA, I have some additional information to add to my response. For 2, make sure that you also increase the "Size" for the Test type field to accomdate the information when adding the field to the table, that you click on Edit on the field within the screen designer, and that you add that information to the ...

Hi CatWineUSA,  The first thing that I would recommend for you to do is to review the webinars that can teach you how to customize Method under the heading of Customization here.  Here is my recommendation for the following requirements: 1. "Best Selling" "Pour Wines" and "Other Wines" (dropdown) To ...

Hi Rolf,  For 2, can you please give me some examples of the results that you are getting that are incorrect? Ronen