Method Community

pdirect- The screens are very similair but have different fields and different default values on loading the screens. For example the Log Call screen does not display Due Ending and has a default status of Completed.

pdirect- Thanks for the suggestion and keep them coming

csmp- Registering the proper way should allow that user access to all the portals based on the table the portal is created off of. So if you have 2 portals both off entity if a user registers for one should be able to login to the other, there is no special flag. If you have the FullName listed in the new table you created you can use ...

After upgrading to the most recent version of Method, the opportunities list is showing won and lost opportunities even when a user selects "My Opportunities in Pipeline". In the previous version, Method would only show opportunities that were not set to a stage with the word "closed" in it.  Now it is including ...

After upgrading Method, the activities tab now has 3 tab links that seem to be the same thing.  Can you please clarify what the difference is between a "New Activity", "New Appointment" and "New Task"?    

pdirect- Thanks for the suggestion, i'm glad to hear that you were able to get up and running with the new CRM.

On the new lead screen it uses the language "Customer is Active".  This is confusing to users as it should read "Lead is Active".   

Our company will be using portals for our employees to log their time throughout the week.  Some employees will just log time in, while some will use an approval process, and some will have admin access.  So we're going to use a few different portals for this and have links to those on our website.  I have a couple questions ...

Ok, I missed sub step 10 under main step 2 which says, "Under Step 4 of 10, they should only need access to the CRM and the QuickBooks tab groups, with the default being CRM."  This should be put in BOLD as it's a big change.  It wasn't made clear enough that the old roles are going away and there is only going ...

I've gone through step 1 and 2 of the upgrade process outlined on the following page but nothing changes.  Do I need to delete the old before it will show the new?  If so, this isn't very clear when it says to wait a week to complete step 3 (although there is no explanation as to why to ...