Method Community

Yup you're getting it now! Just to be streamlined I would say type the Yes/No words with a capitalized first letter. Yes you can add a separate Yes/No field for each division to your Customer table. Just remember that you will then need to create copies of your Customer/Lead screens in order to be able to use your new custom fields. - Ashur

Yes it's possible that companies run several campaigns at any one time. Opportunities would be a viable option for your in the interim but what do you mean by turn Opportunities into an editable dropdown list? Are you referring to the Opportunity Name field? If so I wouldn't suggest that as there are other fields/tables that link to this ...

Hi Adam, I think it must be an update thing, but I've been so busy with a project that I haven't had time to check.  I cleared the cache and it's still happening, but only from the Save&New button, so it may something we've written into the button.  I'm going to see if it fixes itself the next time Java or Adobe ...

ok, sounds like to me though even though I am not in sales that you would have more than one campaign running trying to convert leads to customers? We are a small non-profit with 0 budget so the option of paying a consultant is out the window unfortunately. Hence me trying to learn method myself and create our own customizable version. I see you ...

Hi AutumnW, I can't think of anything that would prevent changes being shown. I did a quick test and added a label to a portal screen and it showed.  What browser are you using?   - Adam

April, Could you email me the account this is happening on?  Also, does this just happen on customized screens or stock screens too? Adam

And just to clarify, I don't mean that small little section under Customization-ActionReferences-Advanced. I want to see what all the different options are. For example, for a send to: you can choose "Value from Session". I don't see a choice to email a specific user or even better a resource. A resource,  I assume, can be ...

We've been using customized ContactsPortal screens for quite a while and things work fine. Yesterday I added a new field to my ContactsPortal_Transactions screen and also made an edit to the text on an existing button object.  The change isn't being reflected when logging into the portal. I've tested and tested and no ...

Is there a specifice document for understanding the choices to send emails from the system and the valid formats I can enter? For example, I see you can do some html type formatting for field labels to add the red asterisk, for example. In the body of the email I want to be able to send the recipient the contact details or at least a ...

Angie, To delete a lead, go to the Leads and Contacts List, and click the "go to" link next to the lead you wish to delete.  The is a button at the bottom called 'more actions', click that and select "Delete Lead". - Adam