Method Community

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.  It's totally understandable that you aren't too sure where to start.  In the mean time though, if there is anything I can answer for you that ...

[quote user="Answer Man"] I just need to make sure that you and Paul are taking care of business  [/quote]  Someone needs to keep us on our toes.  These are great questions you were asking.  I am sure a lot of other people were tempted to ask the same questions.

Ok, I want to email a new case to the person that it is assigned to.  I started to create an action assigned to the "save" button.  But when I was selecting the fields and it asked for "server" and username and password, I started thinking of which to enter.  I know that my mail server is mail.taylorlawn.com ...

Ok, I need help with the new version.  I am not sure of the flow of the crm.  Since I am not edumacated in the art of CRM, is there some other software literature I could download and read?  I did however create case, excuse I accidentally created 3 of the same cases.  So I tried to delete two of them and they won't ...

I just need to make sure that you and Paul are taking care of business  I am sure ya'll have thought of just about everything. Now, lets get going on a field services version.  Later

Hi Kevin, These prices are based on a monthly charge according to the amount of users you have on Method.  I have updated the blog posting to reflect that and to avoid confusion.  As for charging during the beta, we haven’t charged anyone for beta up until now and will not charge during the beta period.  These prices are for beta ...

Ever hear the term “The best of both worlds”?  Oh come on, I know you have.   For those of you who haven’t heard of this, here’s 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.  Every now and ...

Danny, Your blog states the pricing and I have assumed that is per month?  You are going to charge us to beta test?  Also, you mentioned your servers?  Is Alocet going to host all data?  Are you set up to handle all the bandwidth?  What about security and backup?  You know how people are about their precious ...

This one is a little more difficult to figure out without me actually looking at it.  Would you mind creating an account for me so that I can import your screen into my Method database?  Then I can take a look at what you are seeing on your end and try and figure it out.  Let me know if you need some help on creating the ...

Which 'Customer Message' are you referring to? You can add an action call "Show Message" which will display a message on the screen when it is time for that action to occur.  I'm not sure if this is the message you are talking about. As for the 'library' I can only assume that you are speaking about the ...