Method Community

IMHO would hire contractors to start building those modules, because it directly effects new business and should not be on the back burner.  Ok.. so is their any documentation for the import tool, and any tips on how to do this quickly and effectively?

  I totally agree with you but Dynamics isn't the only product users would want to migrate from.  Salesforce, Zoho, DrivenCRM, ResultsCRM, SugarCRM....I could keep going.  It is part of our long term plan, not our short term plan.  We have other things like Google Apps integration that take priority over migration from ...

I would think it would be a priority, because people are going to be looking for a different CRM that is cheaper. If they find out there is no easy migration path, then they will feel forced to stay with Dynamics. Anyways, what is the manual way of doing this migration? 

[quote user="CF_Pro"] Does method have any tools to easily migrate Microsoft Dynamics to Method? Thanks [/quote] @CF_Pro - I think this post may have got lost somewhere along the lines so I apologize for the the late reply.  I'm not really sure if this is an API question but there is no easy way to migrate from Dynamics to ...

Hi Paul - I'm not sure I like the coloring on the left with white text when selected, and there are some formatting issues (at least on my screen).  For instance on the Email section, the fields appear below the left menu.  Otherwise the look seems good.  I'll also say that when accessing this profile screen from the Gmail ...

[quote user="SMFletcher91"]Is there any way to completely remove these so I'm not sifting through what's a mistake and what should've been deleted?[/quote] Not currently.  When you delete a lead from Method we delete them from the Customer table but any activities associated with them still live inside the Activity ...

The Activities table is a nice summary of chronological contacts with a lead or customer.  But if an activity is an email, I want to see at least a few lines of the email text content - so I can quickly review what we have been talking about.  As it is now, Method makes you click and open the email, going to a new screen.  Not ...

How can I customize Method to do this?  Since we have checked "send an email" already, Method knows this is an email and the activity should be noted as such. Thanks!

At this point we have gone as far as we can in this forum thread to address your issue using the free support options.  In order to keep assisting you with this issue, it will be necessary for a Method consultant to review your screen and actions and determine where your issue is.  This would be considered paid consulting.  If ...

[quote user="Dave"] Is there at least a way to default the value instead of it showing as "unspecified site"?  This is a pretty big hole.. [/quote] @Dave - not at the current time.  This is what the QuickBooks SDK inserts for a record automatically if a location is not specified.  We currently do not support ...