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The majority of our new business comes from Realtors. We've set up a Realtor Campaign and want to track how many Opportunities each Realtor gives us. I see we can add Contacts to a Campaign, but how would we associate individual Opportunities to a Realtor set up as a Contact under the Realtor Campaign?
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Hi Mahlon,
I've confirmed this is working on Android & iPhone. It may be blocked by a pop-up blocker, so check there and see if that's what's causing the issue.
- Justin
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I have not been able to get Method reports to run on a mobile browser. Am I missing something or is that not possible?
Will it ever be possible to print from Method NEW on a mobile device? I have a situation where printing a workorder would be helpful for the workflow.
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Hi Mahlon,
I've opened a ticket with our development team for this, I'll keep you posted via this forum thread.
- Justin
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Hi Mahlon,
I've opened a ticket with our development team for this issue. I'll keep you posted via this forum thread.
- Justin
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February 3, 2014
Contacts
Fixed issue with Auto set name when creating a new contact.
Fixed issue with loading contact information in the Contact portal home screen.
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Thank you Justin! That is the info I needed,. I appreciate it.
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Hi Melissa,
The main difference between the two versions is that with the basic CRM you cannot create any custom tables or install any of the additional apps found under Customize > My Account. You can still customize screens that already exist, create new screens based off pre-existing tables and configure the fields for those ...
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I am still in my trial phase of Method CRM so I have the Pro version, but my company is leaning towards going with the more basic Method CRM. I am having a hard time understanding the difference when it comes to customization. I understand that in the basic version, I can't create NEW tables and drop-down lists. However, there are a ...
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