Method Community

 Hi Naomi, After reading over your post, I realized that you could be referring to Leads for Customers with 'Is Lead Status Only' checked under Additional Info tab section, in the Customer List. If this is the case then your Master table should be Customers and your Detail Table 1 should be Activity.EntityRef. You would also need ...

 Hey Fran, Currently we do not have the tabs setup so you can configure each tab color. This may be something we add in later down the road. If you want to find out more about customizing the colors in Method, check out the link below. Webinar #1: Getting started with Method  

[quote user="d.weigle"]I’m confused. I watched the webinar on the Outlook plug-in, and it’s very clear that there is a field for follow-up comments.[/quote] I just reviewed the webinar and you're correct, there was a field for follow-up comments but this has removed in later versions of the plug-in and Method. ...

The webinars listed below reference older screens and/or features that are no longer used in the most recent updates available through Method.  It is likely that newer webinars will be recorded to cover topics listed on this page.  While some of the information may still be relevant, it is important to be aware and cautious of ...

Hi Andy, This webinar here goes over the creation of fields and tables in Method. Since you only have Pro you would need to use the U/M table you created instead of the one that already exists in Method. If you want explicit instructions I would suggest going with paid consulting you can reach me at m.melo@methodintergration.com if you wish to go ...

Thanks Michael. I've actually seen that webinar a couple times already, but watching it again with what I needed to do in mind really helped. The key for me was as easy as step 1 of the dropdown wizard: Choose from an existing Table. I've created new fields from scratch, but just couldn't find this option to re-use them. I guess I was ...

swm023- When you add a new field to a table (In this case the customer table) it should show up in the toolbox under Add Fields for screens based off that table. -Michael  

 Hi Ian, You'll need to set up the signature for each user under Customize > Users. The next step is to create an email template. In the email template, you'll type in the merge fields in a TableName.FieldName format. For instance, if you wanted to see the signature it would be Users.EmailSignature or if you wanted to address ...

Is the Method Pro-services webinar still available to view? Can you provide a link please.   Thanks   Havefun   Mike

Hello all: I'm a newbie, but am not new to CRM's. I'm looking for a post, webinar (or an answer) regarding the following: What is the optimal way to import in Leads with 1 new opportunity and 1 activity? I'm still finding myself having to manually do the opp and the activity, but I'd rather add them in all at the same data ...