Method Community

 

Search

Page 582 of 2512 (25115 items) « First ... < Previous 580 581 582 583 584 Next > ... Last »
  • Re: Server Down

    Hi Maureen, Yes, our development team is notified immediately if there is a service disruption. This includes times that are not during our normal hours of operation. When this happens, we are always immediately in contact with our hosting partner and we do our best to resolve the issue ASAP. Again, I&rsquo;m sorry for the ...
  • Re: Importing Activities Completed by Ex-Employees

    Hi Mike, Your activities must be assigned to a user on your account. As a work around, you can either add each of these employees as inactive users to your account or add 1 inactive user to just assign all of these activities to. An inactive user will not count against your licenses so this will not increase the cost of your subscription. ...
  • 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
Page 582 of 2512 (25115 items) « First ... < Previous 580 581 582 583 584 Next > ... Last »