Method Community

Hi Method, We are having a basic rules that each SalesRep can only have 200 Customer and 400 Leads. I haven't got a clue on how to show the Total count of Customer or Leads. Anyone have ideas? Thank you

Hi Method, I'm building a list of Customer Lead and Customer in 1 table but if we click on Go To.. on Customer Lead will show CRM_EditLeads and on Customer will show CRM_ViewCustomer. Does anyone ever done this before? I'm trying to build a conditional statement but I'm confused which action should be applied? Thank you.

Hello,  I have created a table which is holding customer infromation that was previously held on an excel file. However, after using Method CRM and realizing its capabilities uploading the file makes more sense, for mailings, customer infromation, ect. But from the first time that I uploaded the file to now we have added new customers and ...

Am I the only one having these problems? When I try to add a new contact from the Gmail gadget, sometimes it takes minutes (maybe 5 minutes).  About half the time I try to add new activities, the activity does not get added at all...although the gadget cycles back to the proper screen as if it had added the activity.  Any ...

Hi Audisho, Today, it is the same. I just did a quick test, and haven't received email after 1 hour.  One of my client even received an error from Method today: Email Send Failure Alert The following email failed to send. Method has tried to send this email via your specified mail server a total of 5 times, approximately 5 ...

Hi Alex, There is no tool to automate this. You’ll have to update the actions on each of your screens manually. I recommend that you update one set of screens with my suggestion and verify that this resolves the issue. If you notice that the issue no longer occurs after updating this set, then update them all with my suggestion. I hope this ...

Thanks. The difference to your instruction is that I use SRParent through out parent screen and popup. I'll try to check if I can change like your instruction since I have 10 this kinds of popup, and each of which has lots action, so it will need lots of action move to insert new actions. (or do you have better tool to insert ...

Hi Alex, You may be doing this already, but I am going to suggest a workflow for using shared results with a parent and popup screen: 1) On the parent screen, place the value that you want to access in the popup screen into a shared result. We’ll call this SRParent. 2) On the popup, retrieve the value from SRParent and store it in an ...

Hi alatimer, If you want to simply export all of your leads in Method, you can do this using the Import / Export tool. You can find this by navigating to Customize > Integration Tools > Go To Import / Export. Select the Export a table to a file option and select the Customer Lead table. You have the option to select which fields to export ...

I see what you mean, I neglected to mention that when I choose "To existing field" I get an error for that field unless there is a dropdown box as you can see to the far right of the first picture I posted. Sorry, the way I worded it before was not done well. The option does appear but unless the dropdown appears as well it doesn't ...