Method Community

shelley- Can you enable MethodSupport and email me your account name and the screen name? -Michael

Fred- On the Edit Customer screen, click More actions... > Notes. -Michael

I just clicked on the link again and it returns the following: "The page you are looking for has moved, been replaced, or is currently unavailable. We apologize for the inconvenience."   Also, this happens with Office 365 SMTP as well, so it's not just an AT&T problem.  And besides this was all working fine and then ...

swm023- The Contacts field is actually looking for the RecordID of the Contact not the name. -Michael

Shaun- To create a custom drop down for your leads go to Customize > Tables / Fields and click Edit fields... for the Customer table (A lead is just a type of customer) and add a Drop down type field. After adding the drop down field if you customize your leads screen you should be able to drag the new drop down field you created onto the ...

SMcGovern- [quote user="SMcGovern"]Thanks for taking a look into this.  Will item 3 be something that may be coming in the near future?[/quote] It's something that will most likely get added at some point but when I am not sure. I have previously put in a suggestion for this feature. -Michael

pdirect- The link that Danny posted brings up a page for me. We have another forum user that I know of that uses ATT yahoo I will see if I can get in contact with them and see if they are having similiar issues and if they were able to resolve it. -Michael

My issues are recurring billing a new module we purchased call Method Scheduling & Invocing The major issue is that once a batch of reccurring invoices are entered I have to manually go through each item entered and email send the invoice. Is it possible to send all recurring invoices at one time. Also, once something is emailed is ...

Shelley - Is this a standard screen, or a customized screen? If a standard screen, which one, is it CRM_EditCustomer, or a different one? If a customized screen, have you tried editing the screen, and re-publishing it? Paul

Shelley - It's important that the recommendation it gives is followed. The december version is more strict on security.  Judging by the message, you have a customized screen that has a design flaw. It may have existed for some time, but now it is being flagged.  As the message suggests, the recommendation is to check out the ...