Method Community

Since upgrading to the most recent version of Method, the mobile screens are not working correctly.  We can see a list of customers, but when we click on a customer, there is not data displayed . . . only lines.  It is the same for all of the mobile tabs as well . . . lists, but no details.

Hi Haiden, Add the PaymentMethod table to the list of tables. Let me know if this works. -Michael 

Good to hear! One improvement that would be wonderful in future releases is to be able to save advanced searches.  For example, one of our reps could save a search for all gold customers in chicago instead of needing to enter this information everytime. 

pdirect - we here you loud and clear.  This should have been in the Customers and Leads List screens and was an oversight on our part.  We have full intentions of adding this back to the Customer List and the Leads List.  We've taken your feedback and placed an internal ticket for this.  The solution Mike provided was a ...

I could, but that can be confusing to users when they have two customer lists screens.  Long term, the new version NEEDS advanced search. In fact I'm quite surprised that you would remove this as advanced search and filtering is one of the staples of any quality CRM system.  We used this extensively in Microsoft CRM before switching ...

Ramesh- Did what Method_Val suggest not work? If so can you post or send me a screenshot of the result that you are getting?

pdirect- If you haven't yet uninstalled the old CRM screens as a temp solution add the Customer List screen to the Customer tab.

 We need to get date like MM-DD-YYYY format not like MM-DD-YYYY 12.00 AM. Please advice us. Thanks and Regards Ramesh  

We REALLY need this functionality and may have to switch to the old setup to get it!  It is how our reps would create lists of customers they needed to visit in a particular city. It's also how we searched by various other fields to find certain customers or groups of customers.  For example, we classify our customers as Gold, ...

hi pdirect, Danny answered this here in the comments but to make things easier his comment is below. [quote user="Method_Danny"] @pdirect - in terms of the "Advanced Search", it is still there but only when you add a new Activity.  It is located in the (...) next to the Contact dropdown list.  We've ...