Method Community

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 

shelley- I logged into your account and took a quick look, I think you are just using the wrong screen. Under Customer Center > Customer List you are using a screen called Customer List - Admin Sales (You can see this by hovering over the tab link name). Looking at the your most recently customized screen Customer List - Shelley, I can see ...

shelley- Take a look at the filters that are applied to the grid on that screen, make sure that for each filter that is using value from screen that the field still exists on the screen. -Michael

Jeff- If you are just looking to send bulk emails for invoices and to get some kind of notification when a user view an invoice in the portal it would most likely not take more then 2 hours of consulting time($125/hour). -Michael

I just tested EJ again with an office 365 account and it failed again.  This is getting a bit tedious.  The reason we moved to something like Method is to eliminate server administration.  And you can toute your superior knowledge if you want, but that doesn't solve your customer's problems.  We use AT&T and Office ...

Ok, so I created the new drop-down field (not sure where it is now).  How do I customize my leads screen now?

When i signed on with Method and started sending email through method using the att account, everything was working great for 7 months then everything stopped.  In about 2 to 3 weeks you will get a email from att saying that errors were created and in order to correct them is to call in. The email will have a number to call.  If you ...

@pdirect - I've gone really deep on this one, actually running it through the source code and getting the raw messages back from the mail servers. I'm the one that actually did the core backend coding on the email queue server....so how do I say politely that you really need to trust me on this one :)?   One thing that did change a ...

I appreciate you looking at this, but I don't think it's applicable.  The reason is that all this was working fine and then suddenly stopped with no changes on our end.  The current setup was done for testing purposes to try to resolve the issue . . . but that's not how it was setup when the issue started happening. First, ...

@John - thank you for helping out and sharing your experience.   @pdirect - I ran some diagnostic tools on your account.  I think John is onto something with the verified emails.  The emails may be verified for their own sender, but they may not be verified for sending through each other.  Let me explain.... Your general ...