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  • Re: "Is Lead Status Only" Issue

    I know you might not think I am listening but I am. &nbsp; &nbsp;This is the reason I took the time to write back to you.&nbsp;&nbsp;I&#39;m not really sure what I can do to convience you otherwise other than assure you again that we do take feedback seriously. &nbsp;You mentioned in your previous post that we had no &quot;logic&quot; in the way ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 02-08-2011
  • Third Party Portal

    Can I delete the &quot;contact us&quot; link from the customer sign in portal? The link appears under the login and password fields. On my website the Iframe that I am using is too small for the form to fit. So I would like to customize the look of the sign in screen or the form. &nbsp; Thanks, Matt&nbsp; http://www.800lawncare.com &nbsp;
    Posted to Method:Classic General Q&A (Forum) by matlow99 on 02-07-2011
  • Web Forms Documentation

    Is there general step by step documentation for setting up a custom form? &nbsp; &nbsp;
    Posted to Method:Classic Web Forms (Forum) by matlow99 on 02-07-2011
  • Service Center Tab

    I downloaded the Field Service Center add on and I think I selected a wrong option. It didn&#39;t automatically place a field service tab in view by the admin. How do I correct this so that the admin can see all available tabs? &nbsp;
    Posted to Method:Classic General Q&A (Forum) by matlow99 on 02-07-2011
  • Can I customize the estimate print out?

    Is there a way to customize the print out for the estimate?
    Posted to Method:Classic General Q&A (Forum) by pdirect on 02-07-2011
  • Re: Customization

    Paul, &nbsp;&nbsp; I was wondering if the big update you mentioned has been rolled out yet? this would allow me to set up and customize pay now screens for customers to view through the portal. &nbsp; thanks,
    Posted to Method:Classic General Q&A (Forum) by matlow99 on 02-07-2011
  • Re: "Is Lead Status Only" Issue

    I&#39;ve been designing web applications and supporting CRM systems for 13 years and I can tell that&nbsp;you&#39;re not listening, only defending.&nbsp; Here you have a customer telling you that it makes no sense to our users.&nbsp; You don&#39;t defend at that point, you listen.&nbsp; Not one of our users would think to click &quot;advanced ...
    Posted to Method:Classic General Q&A (Forum) by pdirect on 02-07-2011
  • Re: Route List Help

    &nbsp; Hey there, Maybe I should clarify a bit.&nbsp; When I look at the Work Orders List, the columns I am able to choose from to display on that screen does not show me the customer address or anything that will allow me to group them together in order to select the desired propertes based on a criteria.&nbsp; I can see the Route column, but ...
  • Re: "Is Lead Status Only" Issue

    [quote user=&quot;pdirect&quot;]Forcing users to go through an unusual method of doing something never works as far as adoption.&nbsp; Most users would never think to go to &quot;advanced search&quot; to create a new lead.&nbsp; There is no logic in that.[/quote] We always value feedback. &nbsp;No doubt about it. &nbsp;That&#39;s how our product ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 02-07-2011
  • Re: "Is Lead Status Only" Issue

    John, that is entirely unlikely that most people will close 100% of their leads.&nbsp; My point is consistency.&nbsp; The Outlook integration piece has this box checked, but the Method web interface has it unchecked.&nbsp; And besides, if it&#39;s so easy to customize John, then you could customize it to be unchecked.&nbsp; The problem with ...
    Posted to Method:Classic General Q&A (Forum) by pdirect on 02-07-2011
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