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  • Re: Server Down

    Thank you Audisho. Is there someone on your end that gets an &quot;emergency&quot; notification when there is a service disruption? &nbsp;Because for me as your customer it is an emergency as&nbsp;I can not effectively service my customers when Method is down. &nbsp;The two times I have experienced this problem, it seems to have been resolved ...
    Posted to Method:Classic General Q&A (Forum) by Maureen on 04-13-2015
  • Re: Custom Reporting - Display record counts with specified criteria?

    Hi mholden, You can create a report with a pivot grid using Report Designer. Take a look at solution No 415 in our Help Center for directions on doing this. There are also a couple of videos at the bottom of the article that demonstrate this process. There is a tonne of stuff that you can automate with Report Designer. If you&rsquo;re ...
  • Re: Customize CRM_NewLead Screen

    Hi sales@ravedecorgroup.com, The reason that this data is not saving is that you are adding a dropdown object to the screen instead of a dropdown field. The difference is an object simply displays data and requires actions to actually do anything with that data. A field is stored on the table and simply requires a save action (usually save all ...
  • Re: How to Mass assign different sales rep customer to a sales rep in table?

    Hi Jonathan, The Entity table contains your customers, leads, vendors, employees and other names. The Customer table is a view of the Entity table containing only your customers and leads. I hope this clears things up. Your button and actions look correct. Double check that your &ldquo;New Sales Rep&rdquo; drop down is grabbing the values ...
  • Importing Activities Completed by Ex-Employees

    We are importing case activities for existing clients into Method, but some of these activities were completed a year or more ago by employees that are no longer with the company.&nbsp; Can a name be imported into the AssignedTo field without a corresponding Method account existing.&nbsp; Thanks as always for your help, Mike
    Posted to Method:Classic General Q&A (Forum) by techconnect on 04-13-2015
  • Re: Server Down

    Hi Maureen, This should be resolved now. We were experiencing a service disruption, but our development team worked quickly with our hosting partner to get us back online. You can always find&nbsp;up-to-date status information on our twitter page https://twitter.com/methodCRM. Sorry for the inconvenience and please let me know if you have ...
  • RESOLVED — Today's Service Disruption

    Customers, We were aware of a disruption at our hosting partner that was impacting our website and login; the issue is now resolved. We will continue to monitor and advise if anything changes. Please contact Method Support at 1.888.925.6238 ext. 2 if you have any further issues. For updates, please remember to follow our Twitter ...
  • Server Down

    The server and your website both have been having trouble today. &nbsp;Could you let me know what is happening. &nbsp;While slow, method has until a week or so ago been very reliable. &nbsp;Not sure what is going on, but it makes me completely ineffective at my job when this happens as I have come to rely heavily on Method for work orders and ...
    Posted to Method:Classic General Q&A (Forum) by Maureen on 04-13-2015
  • Re: How to Mass assign different sales rep customer to a sales rep in table?

    Hi Audisho, What is the different if I use Entity table and Customer table? I thought SalesRep&#39;s for each account only has 1 recordID. I already tried creating new screen with Entity table and Contact Table which is linked via Entity&nbsp;but still got no luck. Sales Rep wasn&#39;t changing. Would you mind having a check with screen name ...
    Posted to Method:Classic General Q&A (Forum) by Jonathan on 04-12-2015
  • Custom Reporting - Display record counts with specified criteria?

    Hi...I am looking for some instruction (or to be told &quot;can&#39;t be done&quot;) to generate a report to replace me exporting to excel and creating a pivot table. i have created the following fields Industry Marketing Period (1,2,3,etc) - to reflect when i market to a lead..1=january, etc. right now i export the lead list to excel and ...
    Posted to Method:Classic General Q&A (Forum) by mholden on 04-11-2015
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