Method Community

Hi Ragen, Apologies for the late reply.  We actually have a Lead Reports screen.  You can use this to get a report of your leads.  It can be found in Leads tab > Lead Reports.  Unfortunately, there isn't a filter for when the lead was created. You can however customize the screen to add that yourself. The screen ...

Hi Nancy, There certainly is. Please see this blog post: Sharing Customer, Activities and More in Method CRM. It gives a basic rundown on how to share records throughout the CRM. For the sales rep, it shouldn't change when you enter a sales receipt unless you tell it to. See below: By clicking Yes in the popup, it reassigns the rep ...

Mike, Give me some time to test out a few things. There should be a way to avoid using a nested loop. - Adam

Hi Mike, May I suggest a different condition for your subaccount update? Could you not set the condition as (assuming this is the contacts table) "where parentFullName equals value from row FullName"?  Just include FullName field in the grid. You can then use that value to first update the parent, and then update the sub account by ...

Hi Mark, I don't think there is currently a way to set a default number of follow up days in the Gadget. I actually assumed there was until I took a closer look. I'll forward this suggestion to the team. - Adam

Hi Nancy, There are a number of ways to achieve what you are looking for. My question first would be why does the rep need to change when they order from a different rep?  Could the rep simply just log the sales and change the rep for that sale only and not the customer itself? If you wish to create another field, you can use the ...

Hi L.Sheaffer, I would suggest creating a separate portal for your portal users to enter time tracking entries. To create a new portal, go to Customize > Portals and go through the portal wizard. If these are employees that are entering time, I would base the table on the Employees table (Step 3). Also create a new tab (Customize ...

To anyone following this, Taurusgardening was a Marathon Data Systems customer and were able to resolve this with a sync. - Adam

Hi Marcelo, Sorry for the late reply.  You can take the date off of the fields.  This is a setting in Method you'll have to change.  You would need to go to each date/time field in the screen and make sure the "Show Date and Time" option is unchecked. The message that the End Date should be later than the Start ...

Fran - Thanks for the help! Hi Mike, As Fran said, make sure the "Checked rows only" option is checked. This way you are only looping through the checked rows you want to make dormant.  Then, make sure that your "Update field in table" action is inside your loop. When inside the loop, you can set the Where clause to ...