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  • Re: Case vs Activity

    Hi Matt, Well, really the ultimate choice will be up to you as to whether calls should be entered as cases or activities.&nbsp; But, hopefully I can shed some light on the situation for you to make things clearer.&nbsp; An Activity is an individual task that someone does, such as recording an email received, or making an outgoing phone ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 01-23-2009
  • Case vs Activity

    &nbsp;I&#39;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?
    Posted to Method:Classic General Q&A (Forum) by Matt on 01-23-2009
  • Re: Method for a hair salon...

    Hello, Method currently comes in 3 editions and youll be happy to hear one of these is our Method CRM. Here youll 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 ...
    Posted to Method:Classic General Q&A (Forum) by Method_Valbon on 01-23-2009
  • Method for a hair salon...

    Would method be a good interface for a hairsalon...ie have a CRM function as well as a appt calender.&nbsp; Any thoughts?
    Posted to Method:Classic General Q&A (Forum) by purplejlp on 01-22-2009
  • CreateField Error message

    &nbsp;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 &quot;An error has occurred.&nbsp; An email has been sent to Method staff.&nbsp; If this problem persists, please contact the Method Team at method@alocet.com.&quot; How do I find out what the actual error is so I can fix ...
    Posted to Method:API Q&A (Forum) by Matt on 01-22-2009
  • Re: Updating Date field problem

    It&#39;s probably a UTC&nbsp;timing problem.&nbsp; Since the data is on a web server which can be accessed&nbsp;and updated by web browsers from throughout the world, all times are stored&nbsp;on the Method server in UTC, which at this time of year is 5 hours ahead&nbsp;for someone in an Eastern time zone, and 6 hours ahead for someone in the ...
    Posted to Method:API Q&A (Forum) by Method_Paul on 01-20-2009
  • Updating Date field problem

    &nbsp;I tried updating a datetime field with the value &quot;2009-01-20&quot;&nbsp;&nbsp; When I go to method to view the record it shows a value of &quot;1/19/2009&quot; it is always showing 1 day earlier than it should.
    Posted to Method:API Q&A (Forum) by Matt on 01-20-2009
  • Re: MethodAPI v1.1 update - ability to add new tables and fields

    Hey Matt, We checked into it further using the reserved word &quot;Day&quot;, and have put more validation in.&nbsp; 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.&nbsp; Do you want to check your database on your end and ...
    Posted to Method:API Q&A (Forum) by Method_Paul on 01-20-2009
  • Re: Printing

    Hi there, Theres actually a few ways to print in Method, but there is no such thing as a Send to Printer action. On the flip side, here are some ways that you can print something from Method.&nbsp; If youre looking at printing a report, then you can create a Print Preview button that opens another screen with the report object on it.&nbsp; ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 01-20-2009
  • Re: Field Services Edition

    Hi Deanne, The Field Services App for Method is just about done!&nbsp; The word around here is approximately 2-3 weeks while we work to add a few new features before its release. Thanks,
    Posted to Method:Classic General Q&A (Forum) by Method_Valbon on 01-20-2009
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