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Tom-
It should work now! I imported the sample data that you posted on the forums. What I did was regenerate the table by editing it and clicking Finished Editing fields.
-Michael
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Thanks. I checked the box under "activate". Is that all I have to do?
Do you also need the spreadsheet?
Tom
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Is the spell checker function Method or the browser? I have reports that words aren't not being added to the dictionary when instructed to do so. I am unable to determine if the spell checker feature found in activities under Comments are driven by Method or utilizing the browser spell check abilities. Can you clarify?
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Fred-
You would have to do some customization but you could use something like the List Builder (Campaigns > 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 an email was sent (we actually use ...
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Tom-
Can you enable MethodSupport under Customize > Users and I will login and take a look and try to import that data.
-Michael
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I set up Method to track a membership (currently 5,000 members) organization.
I want to use an email to notifiy all the members with upcoming membership expirations to renew their memberships. I have customized by Customer table to include the new field and have created an email template for renewal reminders.
Is there a ...
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Hi Michael,
Thank you very much! That worked!
MVI
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No luck - same message. Very strange and starting to become really frustrating. I appreciate your help, and really want this to work, but I can't afford to keep spinning my wheels - too much to do.
Here's what my screen looks like -
Integration Tools menu >> Import / Export ...
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Very strange. I dont remember doing anything to check it and yea it was checked. It works. Thanks
John M
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John-
Do you know if you checked the box for app specific for the Work Order activity type? This can be changed by clicking ... on the Type drop down. If it is checked uncheck it.
-Michael