Method Community

Adam, Hi. Ok Thank for this information however… I do not have a “Process All” Button – I see Process your list (as the last step of sending the email) and when I click that there is a “Process Selected” button which only asks if I am sure if I want to process this entire list.   I went to ...

I have created some yes/no field information such as IsHVACCustomer? This is for importing existing leads from another CRM as well as entering new leads to know what they need. I originally just added a checkbox object, so nothing really saved. Now I have created these fields in Customer. However, I went into a lead that was recently typed in to ...

Problem this morning copying a screen from one account to another.  The last few days I have been trying to fix some issues in my account and at method tech support suggestion I created a trial account to do so.  In the process I moved some of my custom screens to trial account to sandbox them while i worked on my original ...

We received the following email from Darryl. [quote]Happy New Year. I don’t think it always did, but when we enter a new Activity, it now defaults to Completed. If people forget to change it – every time - the activity never makes it to a pending actions list. We have edited no pages.   Is there a setting for this?[/quote] Hi ...

Hi Willy, In order to change which default tab link customers are sent to you must make a copy of the stock CRM_ListBuilder screen and customize it, then modify the specific actions in the Process button(s) which are related to the portal link. The link urlforportal is just a placeholder until the actions in the Process button(s) work their magic ...

Thank you very much for your response on this. I have at this point went to trying another aproach all together. I am trying to on the screen load of my Sent Emails screen do the following actions. 1.Take Value From Session Current- Date/Time and store in DateTime_AR 2.If Email Subject is equal to Your order from ParknPool Corp. has ...

So when I go to reassign activities to my coworkers, for example follow up on an email campaign, I keep getting this failure notice? Any idea why? "Hi. This is the qmail-send program at smtpout08.prod.mesa1.secureserver.net. I'm afraid I wasn't able to deliver your message to the following addresses. This is a permanent error; ...

[quote user="Blake C"]Is there a reason for this?[/quote] This shouldn't be happening.  I can't recreate this is my own account so I'd like to take a look at your account through the MethodSupport user.  Please enable this from Customize > Users and click the active checkbox beside the MethodSupport user. ...

This question came in via email from Shannon, [quote]When I go from a contact--->transaction--->invoice and do a “print preview” it shows “unknown company, address” etc top left.  I have clicked on every link and have not been able to find the template in order to enter my company information so that it will ...

It looks really slick, but I'm encountering speed bumps. I may not have it working correctly yet for one reason or another, but when I have an incoming email and I click on Add Activity I get an error from Chrome: There was an uhandled error processing a request.  Please try again.  last Action=loadattachments (wish I could insert ...