Method Community

[quote user="Method_Michael"]One more thing to add is that if you are looking to apply some logic for example only customers whose membership expires between a certain date range you can add 2 date time fields to your screen and inStart Loop Through table action for customer filter by the  date range.[/quote] Easy for you to ...

[quote user="Method_Michael"]What you would have to do is add the Membership expires field to the listbuilder table as a non linked field[/quote]I managed to do that. [quote] and then in the actions where the list builder inserts the records(Actions 32 of the Fill with customer button) add the Membership field.[/quote]Ran into a ...

[quote user="Method_Paul"]but, reading between the lines..........we need to make this eaiser for you out of the box.  Message heard![/quote] Thanks Paul!  Good reading between the lines. The lack of any onboard documentation is frustrating and since I have to do a ton of customization (that is why I chose Method - ...

[quote user="Method_Michael"]What I was trying to say is that when you edit the CRM_ListBuilder screen, you will have to make changes to Action #32 of the list of actions found on the Fill With Customers button to get the MemberShip expiry date from the customer table into the ListBuilder table.[/quote] Now I feel like a real ...

[quote user="Fred_D"]I've add the unlinked field but when I edit the List Builder grid on the List Builder screen I don't see it, but I do find it on my list of fields.[/quote]Another problem solved.  I had to log out and log in to get the new field.  

[quote user="Method_Michael"]The list builder screen is based off the list builder table, when you click Fill with customer its actually inserting rows from the customer table into the listbuilder table. What you would have to do is add the Membership expires field to the listbuilder table as a non linked field and then in the actions ...

[quote user="Method_Michael"]Actions 32 of the Fill with customer button[/quote] Say What? Can you explain what Actions 32 is? Thanks, Fred  

[quote user="Method_Michael"] You would have to do some customization but you could use something like the List Builder (Campaigns > List Builder) and modify it to build a list based on the renewal date. With the list builder you can send out an email and for each email sent out create an activity for the customer to make note that ...

[quote user="Method_Michael"]This normally comes up when the Account Name is typed incorrectly.[/quote] You nailed it Michael! I jumped the gun and entered in my new report name instead of my Account Name. Fred  

[quote user="Matt"]This link might help: http://www.youtube.com/watch?v=dCxb30sBmkE [/quote]Exactly! Fred