Method Community

[quote user="Method_Chad"]I'll put your suggestion in to the dev team to add that field as hidden by default but until then you'll need to customize the screen on your own.[/quote] If we get more requests on this suggestion we'll consider adding but at this time it has not been brought up before. ~C

[quote user="Jcamp0123"]For the purpose of looking up completed activities, another column that would be helpful would be the Completed Date[/quote] Hi Justin, You've got the option to add this column through customization if you wanted.  You would need to make a copy of the CRM_ActivitiesList screen first following ...

The updated version of the activities list does allow the additional filtering that I was looking for in being able to lookup completed activities for a specific user.  The optional columns make a variety of other filtering options possible too.  For the purpose of looking up completed activities, another column that would ...

[quote user="Dave"]How can you detirmine which filter is currently active on a grid?[/quote] This information isn't stored in a session so there would be no way to determine which filter you're on.  I've submitted a suggestion to the team here to add this information to the Get Value From Screen but I can't tell you ...

Hi Valbon, The font we currently have installed can be found here:  http://www.paratype.com/btstore/fonts/MICR.htm.  However, if you would like to use the Adobe one, that would be just fine as well. thanks, Rolf

I would like for only one employee to have access to the drop down selection closed job in the edit customer screen, which is in the field Job Status. The job status field has various drop down selections such as awarded, in progress, pending, closed job etc. I just want the closed job selection to be available to only one specific user name and I ...

Hi Rolf, I'll bring this request up with our team and respond back to this post. I did manage to find something available by Adobe (for sale) if you are interested. http://store1.adobe.com/cfusion/store/html/index.cfm?store=OLS-US&event=displayFontPackage&code=1500 Thanks.

[quote user="MikeB"]But I guess there's no way to export without those tags showing up, right - without deleting them, that is?[/quote] No - you would have to adjust the SQL Override to remove those extra tags.  Since these extra tags are added to the grid they also end up as part of the export.  You may want to make a ...

I highly suggest that you take a look at method's  web to lead form. It's easy to use and set up and has all the features that you mentioned above.

I'm a new user so excuse my question,.  It appears there is no way to "customize" the Outlook plug-in to import more data (such as: address, phone, etc), you are just able to import the name and email address to add a new customer..   Is there any other way in Method to import the data from an email into the customer ...