Method Community

[quote user="swm023"] how can i make this so the date automatically changes to today's date for ALL my stages including the one's in "open" categories?.......It's on the EditOpportunity screen that I want the date to automatically populate when changing the stage. [/quote] Shaun, You can do this by creating ...

[quote user="jessicagoodwin"] How do I import an Excel list into my campaign list builder?  [/quote] Hi Jessica, you can import the excel list through the import/export tool under Customize > Integration tools [quote user="jessicagoodwin"] Also, how do I add another field to filter by when making an email ...

[quote user="LaCrews"]It would be great if a document from Method's document center could be attached when sending an email from the activity screen.[/quote] Mark, After running some tests on this it's not possible to attach a document to an email from the activity screen.  From my testing the only way you're able to ...

thank you.  this worked. i forgot to check the button to "update". i've noticed that when editing an opportunity, if i change the stage of the opportunity to one in the "closed" category--closed lost, closed won, etc.--the date in the CloseDate field automatically populates to today's date.  how can i ...

H i Shaun, What you have to do is make sure that you include the exported RecordID field when you import back into Method.  This will allow the import tool to locate the existing records and attempt to update them, as opposed to creating new ones.  Also, ensure that you have the following checkbox checked: Hope this ...

I need to do an update to my opportunities table.  The fields I want to update are: Amount, ExpectedRevenue, CloseDate, and OpportunityStage (and OpportunityStageCategory), and ProbabilityPercent.  I did an export to CSV of all the fields in the opportunity table, updated the aforementioned fields with the correct info, and then ...

How do I import an Excel list into my campaign list builder?  Also, how do I add another field to filter by when making an email campaign (for example: region)?

I am looking forward to the next version of the designer.  Thanks Paul. ~V

Hi jwarren, [quote user="jwarren"]I see that Method uses Method CRM for its own internal use.[/quote] We definitely do! [quote user="jwarren"]I am trying to vaiod reinventin gthe wheel and looking for some valuable feedback from Method?[/quote] Our portal screens are customized but you can definitely achieve similar ...

Hi Annette, Take a look at the actions on the Print Preview button of the invoice screen.  That generates a PDF of the invoice and saves to an action result.  Action results can be sent as attachments in Send Email actions.  If you put similar actions before the Send Email action on the Save & Email button, the ...