Method Community

@mrjonboy - I feel what you are planning *should* work fine in theory.  We've never tried it ourselves, so that's why I say "theory"! Lead status does exist for employees, the same way it does for customers and vendors.  Also, the web forms were made to handle generic scenarios like this, rather than be limited to ...

right, so i know how to create opportunity stages and have done so. why isn't my filter working. i followed your instructions: When you go back to your copy of the CRM_OpportunitiesList screen, in Step 3 of 9: Filters, make sure that for the filter for the field name OpportunityStageCategory, you select the filter ...

Do we believe that this request is doable?    Thank you,

James, While our staff likes to use description-only line items for generic notes, I agree that there are better ways that can be handled, ie text boxes and predefined fields. And yes, I've given up the attempt to work around the issue with a separate table for description only items: I couldn't get it to work, and even if I could I would ...

Hi taurusgardening, QXpress Online and Method are two separate applications and companies.  Any questions related to QXpress Online should be handled through Marathon at 1-888-797-7377 or going here - http://www.qxpress.com/discuss/index. Ronen

I'm getting a few bugs in the Calendar, Add/Edit work order screen where previously entered repeat recurrences (eg for projects runnign over several days) are not showing up when attempting to edit the series, Grid is missing , with the code 'grd1227118336' showing where the grid should be. Also the allocation of resource (team name) ...

This worked thank you!

Hi Jeremy, I agree with Ronen, be very careful to include the field 'IsLeadStatusOnly' and set each row in the excel (each record) to have the value of 'True' for this field. This field ensures they are imported and held as leads only. Other tips: Make sure you use all required fields for the customer table. Make sure you ...

Hi JeremyM, When you do an export from the customer table, you will be able to see the column headings in an excel format in the first row. You will be able to see these headings when you go to Customize>Integration Tools and clck on the Go to Import/Export link in the Import/Export section. When you select the option to Export a table to a ...

I have read a few forums and watched a few videos but still having an issue importing LEADS from excel. I am using Method CRM and do not want to import these as customers.  I only need them to be LEADS as they are not actually customers yet...Can anyone assist in how I would go about this process? I am familiar with the Thank you for your ...