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  • Timed Logout Suggestion

    Dan- I noticed after several hours away from the office&nbsp;that I was still logged into method. I think it would be a useful tool to have an inactivity time that each user, or administrator, can set so in case he/she has to leave unexpectedly and forgets to log out, the system logs you out automatically. Or is it in there and I just can&#39;t ...
    Posted to Method:Classic General Q&A (Forum) by Keith Upham on 07-31-2008
  • Re: CRM can't delete case

    [quote user=&quot;Answer Man&quot;] Ok, I need help with the new version.&nbsp; I am not sure of the flow of the crm.&nbsp; Since I am not edumacated in the art of CRM, is there some other software literature I could download and read?&nbsp; I did however create case, excuse I accidentally created 3 of the same cases. &nbsp;So I tried to ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 07-31-2008
  • Re: Emailing a case to the "assigned to"

    Kevin, Nice to hear you are getting into Method now.&nbsp; This is a great question by the way.&nbsp; To give this answer proper justice, I need to give a little background information on how mail servers work. For this example, I am going to use mail.taylorlawn.com as the example.&nbsp; &quot;mail.taylorlawn.com&quot; can have several users ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 07-31-2008
  • Re: CRM can't delete case

    Hey Kevin, Getting some documentation on how the Sales Center, Call Center and Customer Portal all work together is on the to-do list and we should have something put together shortly.&nbsp; It&#39;s totally understandable that you aren&#39;t too sure where to start.&nbsp; In the mean time though, if there is anything I can answer for you that ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 07-31-2008
  • Re: Pricing / Versions

    [quote user=&quot;Answer Man&quot;] I just need to make sure that you and Paul are taking care of business&nbsp; [/quote]&nbsp; Someone needs to keep us on our toes.&nbsp; These are great questions you were asking.&nbsp; I am sure a lot of other people were tempted to ask the same questions.
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 07-31-2008
  • Emailing a case to the "assigned to"

    Ok, I want to email a new case to the person that it is assigned to.&nbsp; I started to create an action assigned to the &quot;save&quot; button.&nbsp; But when I was selecting the fields and it asked for &quot;server&quot; and username and password, I started thinking of which to enter.&nbsp; I know that my mail server is mail.taylorlawn.com ...
    Posted to Method:Classic General Q&A (Forum) by Answer Man on 07-30-2008
  • CRM can't delete case

    Ok, I need help with the new version.&nbsp; I am not sure of the flow of the crm.&nbsp; Since I am not edumacated in the art of CRM, is there some other software literature I could download and read?&nbsp; I did however create case, excuse I accidentally created 3 of the same cases. &nbsp;So I tried to delete two of them and they won&#39;t ...
    Posted to Method:Classic General Q&A (Forum) by Answer Man on 07-30-2008
  • Re: Pricing / Versions

    I just need to make sure that you and Paul are taking care of business&nbsp; I am sure ya&#39;ll have thought of just about everything. Now, lets get going on a field services version. &nbsp;Later
    Posted to Method:Classic General Q&A (Forum) by Answer Man on 07-30-2008
  • Re: Pricing / Versions

    Hi Kevin, These prices are based on a monthly charge according to the amount of users you have on Method.&nbsp; I have updated the blog posting to reflect that and to avoid confusion.&nbsp; As for charging during the beta, we havent charged anyone for beta up until now and will not charge during the beta period.&nbsp; These prices are for beta ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 07-30-2008
  • Powerful CRM + QuickBooks online access = Method!

    Ever hear the term The best of both worlds?&nbsp; Oh come on, I know you have.&nbsp;&nbsp; For those of you who havent heard of this, heres what it means: The best of both worlds is to have the best aspects of one choice and the best aspects of another choice when you have been asked to select between two choices.&nbsp; Every now and ...
    Posted to Blog (Weblog) by Anonymous on 07-30-2008
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