Method Community

pdirect- [quote user="pdirect"] I don't have a home tab.  The update to the latest version was so confusing, I'm left with a mix of old and new tabs . . . but no home tab. [/quote] You can also just add the CRM_EmailTemplateList screen to any tab which is the screen that comes up when you click ... for email ...

pdirect- I am going to put in a suggestion to make this screen more clear as to what fields it merges. -Michael

I don't have a home tab.  The update to the latest version was so confusing, I'm left with a mix of old and new tabs . . . but no home tab.

Like I just wrote in another post, this is way too hard.  How in the world is anyone supposed to know that?!

Sheesh! Something that should be so simple . . . again is not.  Method's greatest strength is also its greatest weakness.  I understand db tables, but I have no idea how to do this in Method and I have no way of finding out either.  It shouldn't be this hard!  People want customization, but not if it's this ...

pdirect- The CRM_Search_CustomerList is based on the Contacts table and the CustomerType field is linked in from the Entity table, which is why it shows up as a text field and not a drop down. If you want to filter the grid by CustomerType you will have to add a drop down object and point it to the CustomerType table and then change the filter ...

pdirect- [quote user="pdirect"] And one more thing about list builder. I just sent out an embarrassing email to our customers. I had inserted the Customer.FirstName code and I thought that Method would eliminate that if the first name field was empty. But instead, it left it to look like "Customer.FirstName" if the first name ...

pdirect- The error you are getting is normally produced when you try to send an email to a email address that is not properly formatted(For example missing the @). [quote user="pdirect"]As it is, I have to go into a customer, create a new activity, check the send to email box and then click the elipses by the template line.  ...

Under the old customize screen, I found the new search window titled "CRM_Search_CustomerList.  I edited this to show the "Customer Type" field, but it shows up as a text box instead of a dropdown box filled with the correct entries for customer type.  How do I change this from a text box to a dropdown box?

How do we customize the search window?  We used to sort by Customer Type in the old Method version but our customization is gone with the new version. I have no idea how to customize anything with the new version since the "customize" screen is gone.  But even when I go into the old "customize" screen, ...