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  • Re: Mass emails using Activites?

    Fred- Sorry a bit of a typo on my end. I meant Action 32 not Actions 32. What I was trying to say is that when you edit the CRM_ListBuilder screen, you will have to make changes to Action #32 of the list of actions found on the Fill With Customers button to get the MemberShip expiry date from the customer table into the ListBuilder ...
  • Re: Mass emails using Activites?

    [quote user=&quot;Method_Michael&quot;]The list builder screen is based off the list builder table, when you click Fill with customer its actually inserting rows from the customer table into the listbuilder table. What you would have to do is add the Membership expires field to the listbuilder table as a non linked field and then in the actions ...
    Posted to Method:Classic General Q&A (Forum) by Fred_D on 11-18-2011
  • Re: Mass emails using Activites?

    [quote user=&quot;Method_Michael&quot;]Actions 32 of the Fill with customer button[/quote]&nbsp;Say What? Can you explain what Actions 32 is? Thanks, Fred &nbsp;
    Posted to Method:Classic General Q&A (Forum) by Fred_D on 11-18-2011
  • Re: Mass emails using Activites?

    Fred- One more thing to add is that if you are looking to apply some logic for example only customers whose membership expires between a certain date range you can add 2 date time fields to your screen and inStart Loop Through table action for customer filter by the &nbsp;date range. -Michael &nbsp;
  • Re: Mass emails using Activites?

    Fred- The list builder screen is based off the list builder table, when you click Fill with customer its actually inserting rows from the customer table into the listbuilder table. What you would have to do is add the Membership expires field to the listbuilder table as a non linked field and then in the actions where the list builder inserts ...
  • Re: Mass emails using Activites?

    [quote user=&quot;Method_Michael&quot;] You would have to do some customization but you could use something like the List Builder (Campaigns &gt; List Builder) and modify it to build a list based on the renewal date. With the list builder you can send out an email and for each email sent out create an activity for the customer to make note that ...
    Posted to Method:Classic General Q&A (Forum) by Fred_D on 11-18-2011
  • Re: The future of Method speed issues?

    Just two weeks, you say? Excellent! It&#39;s great to know its a priority for you guys. This answer has filled me with an irrational level of hope and joy &nbsp; And as always, thanks for the prompt response!
    Posted to Method:Classic General Q&A (Forum) by smohyee on 11-18-2011
  • Re: Merging with Microsoft for letters

    [quote user=&quot;Method_Michael&quot;]This normally comes up when the Account Name is typed incorrectly.[/quote]&nbsp;You nailed it Michael! I jumped the gun and entered in my new report name instead of my Account Name. Fred &nbsp;
    Posted to Method:Classic General Q&A (Forum) by Fred_D on 11-18-2011
  • Re: Merging with Microsoft for letters

    Fred- This normally comes up when the Account Name is typed incorrectly. Can you verify again that it is correct? If it is enable the MethodSupport user and email me your account name so I can try aswell. -Michael
  • Re: The future of Method speed issues?

    smohyee - We hear you loud and clear. &nbsp; First of all, make sure you are on FireFox or Chrome. &nbsp;Internet Explorer is problematic. However, the browser isn&#39;t the entire issue. &nbsp;There is a lot of overhead in the current version that we are in the process of cutting out. &nbsp;In fact, in the &quot;labs&quot; we&#39;ve been able ...
    Posted to Method:Classic General Q&A (Forum) by Method_Paul on 11-18-2011
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