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Let me take this one step further. A case is a way to link multiple activites for a complaint.... So an opportunity must be a way to link multiple activites that hopefully lead to a sale. Is that correct? Also, what is the difference (When creating an opportunity) between lead source and campaign? Wouldn't all lead sources be a campaign ...

In a nut shell... a case is a way to link multiple related activites. Thank you. Yes that does make a lot more sense.

Hi Matt, Well, really the ultimate choice will be up to you as to whether calls should be entered as cases or activities.  But, hopefully I can shed some light on the situation for you to make things clearer.  An Activity is an individual task that someone does, such as recording an email received, or making an outgoing phone ...

 I'm just trying to get a better feel for the logic that went into setting up the CRM the way it is. Hypothetically...... If our company receives a phone call, should it be logged as a case or an activity with the type of phone call? Or both? and Why?

Hello, Method currently comes in 3 editions and you’ll be happy to hear one of these is our Method CRM. Here you’ll be able to schedule and assign different types of appointments to the appropriate staff i.e. is it a general haircut or something that requires a stylist and have Method send the e-confirmation to the customer. This can be done from ...

Would method be a good interface for a hairsalon...ie have a CRM function as well as a appt calender.  Any thoughts?

 I am trying to create a dropdown field in the customer table through the API. When i run the code I get the error message "An error has occurred.  An email has been sent to Method staff.  If this problem persists, please contact the Method Team at method@alocet.com." How do I find out what the actual error is so I can fix ...

It's probably a UTC timing problem.  Since the data is on a web server which can be accessed and updated by web browsers from throughout the world, all times are stored on the Method server in UTC, which at this time of year is 5 hours ahead for someone in an Eastern time zone, and 6 hours ahead for someone in the ...

 I tried updating a datetime field with the value "2009-01-20"   When I go to method to view the record it shows a value of "1/19/2009" it is always showing 1 day earlier than it should.

Hey Matt, We checked into it further using the reserved word "Day", and have put more validation in.  We have tried using the latest API on it, and everything seems good now, and you properly get back the warning about the reserved word, and it causes no havoc this time.  Do you want to check your database on your end and ...