Method Community

We're still looking into this one for you and will respond ASAP. Thanks!

Hi Matt, You've definitely got the right idea about opportunities linking multiple activities for sales.  Now try to think of a campaign as a group of resources with a common goal while the lead source is the actual resources available for your campaigns. Some campaigns can be simple such as promoting a new product at a trade show where ...

When I try to edit the recurring dates box I get the following message.  Please create a calendar for this table. Once a calendar is created for this table, you may set the properties for this recurring object.    Where do I create a calendar I am only working on my method for a day and a galf but I am hugely impressed!  ...

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 ...