Method Community

[quote user="JKM@SA"]Is there a way to just see the Customer entry w/o all the contacts?[/quote] Be default Method will show all the contacts for a customer under the contacts tab.  If you're seeing 4 entries for a customer that should have 3 then there must be a 4th entry for that customer.  If that 4th entry is a mistake ...

Hi Kerry, You'd have to log into your domain as administrator and assign permissions to your user in Windows as the admin then install the plug-in.  After you've confirmed the install on that user then remove the admin privillages for him and check his Outlook again.  Please let me know how that works. ~C

Ted, Thanks for your response. I was asking about sending emails from within Method.  But can you clarify your statement about sending an email from Outlook? I already know that standalone Outlook has the read receipt feature, but is this used by the Method plugin in any way?  I had posted a feature request in the plugin subforum ...

My first question is related to the Customers and Contacts List.  Is there a way to just see the Customer entry w/o all the contacts? For example, If we have a customer with 3 contacts we are seeing 4 entries to choose from. We also have many blank contact records within a customer for some reason.  Why would they be there and how do ...

Rather than creating a traditional manual we're publishing help center articles for Method.  For example, we've got a great article on Documents here.  Over the next few weeks I'll be posting more articles so stay tunned. Do you have a specific question on Contacts & Customer we can help with? ~C

@pdirect Thanks for follow-up. Yes the List Builder will create the the desired list to Excel. 1.       Campaigns > List builder. 2.       Remove all to begin with. 3.       Fill List with all customers. This will put the customer type ...

Thanks, but I'm surprised you don't know your own product a little better. The best way to do this was by using the List Builder (found after searching). I was able to filter by customer type and export as an Excel file right from there.

Do you have updated online user manuals for the new Method CRM screens?  I am particularly interested in getting questions answered about Contacts & Customers and the best way to search for them.  Please advise.

@pdirect One more option is use our import/export tool (under Customize > Integration Tools) to export all customers. You can simple use the functions in Excel to filter the list with your requirements.

@pdirect   A simple way to produce a Customer list with a certain "Customer Type" is to build a grid from a Customer table and filter it by "Customer Type". You can customized a new or old screen to get this information.  Now the question is how you need this information. There are actions to export the Grid to ...