Method Community

Hello Maureen, Here's my reply. In order to achieve this, firstly you have to make a copy of your CRM_NewActivity screen. Then when you edit the screen, Go to Hidden Section, under that section you will find a Hidden Function Button. Click on edit on the Hidden Function, and go to Step 2 of 3:Button Actions and look ...

Hello Ivana, I have been unable to replicate this issue locally. If you continue to experience this problem a member of our Support Team will be able to assist you over the phone. Our Support number is 1.888.925.6238 (ext 2). Noel

I've been trying to pull reports from the work orders into a csv file format.  Here's what we have been doing: we have added a button to pull reports on the work order screen: Generated the basic report with the following format: But no matter or what we do, this is the result when generating the report: What is the ...

I would like to send e-mails for each staff member from the admin login.  How can I do that with their own customized signatures?

Ok, I can see that will take some work for now.  How about if we tailor ourselves to the invoice screen?  Will what we want to achieve work?  I.E. adding the start time (arrival time) on the invoice screen and put it into the e-mail, using the names and signatures, as well as creating a follow-up/thank you e-mail button in the ...

Hello, I need to send out a mass email distribution to our customers via the ListBuilder (CRM > Campaigns > List Builder), but I am I am unable to fill list with Customers... the page is completely blank. Please look into this ASAP as I urgently need to send out this email. Thank you, Ivana GratefulGreens

I love that Method automatically sends an email to a user when I assign them an activity. However it also sends a bcc copy to me.  Where do I change this? I don't want to get this bcc copy for activities I assign to others. Thanks Maureen

Hey Victoria, I just double checked the forum settings again and tried to login as a visitor, not a registered user and it appeared to come up for me. Do you mind trying again?

Thanks Michael!  Exciting to know the icon will be possible. I'd like to file a request that being able to color the column headers would be awesome.  (and as long as this is a wish list, being able to change the color on filters)  Use Case would be to let the user know at a glance how the grid is filtered. Fyi - I'm ...