Method Community

Hi James- The issue that you described in this post should no longer happen, let us know if that is not the case.   -Michael

Jorge- This feature only works with the New CRM screens, and is built into the Grid and Drop down filters. You could install the new CRM and reverse engineer the filters on the new screens and apply them to the old screens. -MIchael

pdirect- This should now be resolved. -Michael

Danny,  You're most welcome.  With such good follow up on issues from Michael and the rest of the Method team, I always feel rewarded for any time spent characterizing a problem. I agree, it is impossible to test every situation, particularly in the lab.  I'd much rather have this kind of response and the improvements that ...

Hi Michael, We're not using the New CRM and yes we're using customized screens (copy of original, translated to brazilian portuguese).   Jorge.  

Hi Jorge, Just to confirm have you updated to the New CRM and are you using customized screens or orginal screens? -MIchael

We had been using Method around 2 years, until now our sales staff share oportunities between themselves, I mean sales-user1 can see/modify records from sales-user2. Right now due to a strategic changes in sales process we want to protect oportunities for each salesman, each one will be able to see/modify their own oportunities records. And we ...

pdirect- We are in the process of getting the fix out as soon as it is you will be the first to know. I will update this post and email you. -Michael

Obviously, the sooner this can be resolved the better as our reps cannot enter orders!

pdirect- I was able to duplicate this issue and have created a ticket for it. I will update you once there is more information or a resolution. -Michael