Method Community

Hi MikeB, This is already included within our stock EditCustomer screen. You can copy that screen if you want to make customizations to it or view the different fields/objects and actions associated with them: Customize > Screens > then find the CRM_EditCustomer screen, click copy, and go through the wizard. Below is the Document ...

It worked correctly when I just tried it. Thanks Dave.

I need to include multiple types of customers (there are about 50 types in our account and 10,717 customers) in one email campaign. As it stands now, I can only select one customer type at a time to send the same email campaign to. I want to create a customization so I can see a running list of how many customers I have selected so that when I ...

Is it possible to add a document/attachment field in the Customer Edit screen (say, in a Documents section?) Thanks

Any updates regarding the support of inventory sites? For me, this will determine whether I can continue with the Method platform. Thanks in advance.

I recommend that you start your list again from scratch. Remove all entries in your list on Step 2 by clicking the Remove All button at the bottom of the screen, then go back to Step 1 and build it again. If you're still seeing duplicate contacts in your List Builder but not your CustomerList then enable the MethodSupport ...

Thanks Ashur. The only problem is that there are an upwards of 30,000 clients and over 45 types...is there any other way around this?

I create an export to PDF for my workorder list.  I can't remember where I go to edit which feilds pull over to the the export.  HELP! I need to remove  some fields form the export but not th screen.

Hi taurusgardening, I've moved your questions to the appropriate forum to be addressed   Dave

Hi Matt,   This issue should now be fixed   Dave