Method Community

But then that user will not be able to add his own lead or customer then right?

Hi asyed, It sounds like what you're trying to do could be accomplished by creating a custom screen by copying the screen you want to make non-editable (for example, a custom copy of the Edit Customer screen), and setting all the fields as read-only. Then add that custom screen in place of the stock Edit ...

Hi Vic, Can I get some more information on the issue that you're experiencing? Do you mean that credit card information is disappearing from within authorize.net after the customer pays? Method does not currently store customer credit card information in its database, more information on that here. Let me know and we'll see ...

Hi Mattohm, I'm not sure I fully understand what you're trying to accomplish. You are trying to have specific data sets within your custom tables and relate them to a specific customer, right? So you would have in your table for example: Sample Customer, Sample Equipment 1, Sample Equipment 2. Try taking a look at this forum post. If ...

Hello all: I'm a newbie, but am not new to CRM's. I'm looking for a post, webinar (or an answer) regarding the following: What is the optimal way to import in Leads with 1 new opportunity and 1 activity? I'm still finding myself having to manually do the opp and the activity, but I'd rather add them in all at the same data ...

I'm having a hard time setting up a user to view others records but not allow them to edit it.

I spent over an hour rebuilding the report.  And made a couple backups along the way as I had successful progress.  Case closed...

Extending the Transactinon History to 720 days and getting the Sync to finish, WORKED!  

So i have created 6 custom tables for keeping specific setting details about client equipment. I have added the new tables to a new section in the screen Fieldservices_Customers(2). The problem that i am having is that i need these tables to take unique information for every single customer that we have but the format should be the same. Currently ...

I have a Sales Order report that worked Friday but today (Monday), groupfooter2 is not appearing when the report is run from a Method screen button.  The report previews fine in Report Designer.  Help!!!  Thanks!