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I sent you the email, just checking if you got it
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I'm in the process of building a custom Web To Lead form for a client. This will be hosted on the clients website using an iFrame
Any thought about how to incorporate CAPTCHA?
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And while you're at in could you PLEASE add the contact notes and Entity notes
In MANY of our customizations and workflow training we use...
contact notes for unique notes such relating to the contact
Entity Notes for notes that sync with QuickBooks
This consideration would be greatly appreciated!
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If you Edit a Contact and update or add a Title and Save Changes, the Title does not update in the Header of the View Contact screen until the page is refreshed.
Needs some Screen Focus actions
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First of all on the Back button of the View Contact screen, the Internal notes say Keep warm..., but the setting is Close and refresh.
Here is the observed behavior...
I needed to make a copy of the View Contact and Edit contact screens because of some customization (a few special fields) needed. These screens are redirected to the original ...
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Session Expired. Please login.
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Hi Mahlon,
Unfortunately I don't have an ETA for this. Stay tuned to our Releases and Updates thread for more information as it becomes available.
- Justin
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Kerry,
Could you login to Method:New for me? Once you've done that, change the URL of your web browser from http://yourcompanyaccount.method.me/[etc] to http://yourothercompanyaccount.method.me/[etc]. Let me know the result.
- Justin
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In Classic when I hover over my username, my only options are My Profile and Sign out of...
Same in both my linked account and the new trial account.
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1) I'd be entering this information into the "new opportnities tab" from method.
2) Thanks!
3) So here's the situtation:
we have a customer who orders thorugh a sales rep, that sales rep will put the customer's invoice into the customer account
However, we also have the same customer order online. When orders get ...
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