Method Community

  Hi Nicole, You can use the Method Import / Export Tool to import your leads into your lead list in Method. You can view a webinar HERE that might help. When importing your leads make sure that the field for IsLeadStatusOnly is True.  -Michael  

 Hi Cindy, Please review webinar 1 - Getting started with Method by using the following link: http://www.methodintegration.com/cs/forums/t/556.aspx to ensure you followed the right steps to set up the user and role properly. That webinar would also help you to log in as the new user.  Once you follow the steps outlined and ...

 Hey Kierank, I looked into the list builder and I noticed that this button is not functioning correctly, we are looking into this and it should be corrected shortly. To edit any of the email templates you need to go to the Email Template screen. You can get to this screen by going to the activities screen, then under "send an ...

swm023- Go to Customize > Screens and look for the CRM_EditLead screen, you will have to make a copy of it before you edit it. -Michael 

You're correct. We just want to see the total bottom line the customer is interested in for each line item. I took a couple days to review some of the webinars as it's been a while since I've had to do any customization. I understand what you are proposing as the solution, but it is out of my league in terms of what I can customize on ...

Hi Amanda, I did watch the webinar. I'm not sure it applies directly.  When I tried to follow the direct line, only 1 lead, who is already a customer came up. Here's what I put together: Sections are Report Header; Page Header; Group Header 1: Customer, Opp Stage, Phone # and Desc; Detail: Assign To, ...

 Hey, Glad to see you were able to get that working. To show a pop up message you will want to use the "show message" action. You can find out more about this action in the webinar I have liked below. www.methodintegration.com/.../2009-08-05CommunityWebinar4_IntroductionToActions_Level1.wmv Hope this helps!

I didn't add a filter at all.  Is that a requirement?  I just changed Assigned To to Activity Type as it states in the webinar.  No CHALLENGES are mentioned.  :) I set the default to one of the types.  "installation" which is one I added to the main type table. I'm not trying to see 1 type of activity ...

Hi Ryan, Thanks for the feedback, we will definitely look into the sound quality.  Keep watching, we are working on getting more videos out on our blog! 

Hi Danny, I tried your suggestion and it worked for using an email template in List Builder.  Would you please add that to the explanation for "What are merge fields" under "Add/Edit Email Template" or in List Builder itself?  The Add/Edit Email Template page is where webinar #10 on List Builder tells us to change ...