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I'm wondering what is the optimal size for my company logo to upload without looking terrible? The logo I have uploaded looks like awful inside of method and I would change the sizing and what not but what size or dpi should it be formatted to? Thank you for any help.
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jshoff-
That's good to hear, we proactively tried to update all accounts but if the default name had changed we had no way of knowing if it was a closed status or not.
-MIchael
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Yes, that fixed it!! Thanks!
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jshoff-
Go to Cases > New Case and click ... next to the Status drop down. Here you will see a Closed Case? check box, check this for the Case Statuses that are a Closed status.
-Michael
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Hi Angela,
The simplest way is to use the Method Import / Export Tool, click HERE for a webinar on this tool.
-Michael
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Since upgrading our method system to CRM Pro 2.0 system, we now have issues with cases. Specifically when you try and apply one of the filters (active, closed, etc) it still shows ALL cases. It is hard to view the open cases as they cannot be filtered in any way.
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I need to export some data from Method what are the steps for that?
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Matt-
Action 9 exports the the contents of the grid so having it within a Loop(Actions 8 and 10) is essentially exporting the whole grid or just the checked grid rows multiple times. Normally conditional warning are set before a set of actions not at the very end, a conditional warning stops a set of action from going foward if a certain ...
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The three columns in question are the right most three, and each has the check box "Hidden on Screen Load" checked in the advanced settings in the grid wizard.
I am using the Export Grid to Excel function, but within a loop & conditional statement so that if there is an issue with the data (namely, an attempt to export information ...
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HI Matt,
Are you using the Export to Excel action? I just tried this and any field that was not display on the grid at the time of running the action did not get exported. Can you give me some additonal details of the setup?
-Michael
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