Method Community

I removed my comment from this post.  Apparently my suggestion may cause problems due to the Lead Rating being used in multiple screens and reports. I was not aware of these connections.  I will get back to you when I confirmed if there is a way to change the Lead Ratings.  As of now, there doesn't seem to be a way to do ...

Hi lxavier49, On which screen are you trying to view the documents?  Below is a screenshot of the Edit lead screen.  If you were to click on the preview in the Document column, the file should load. - Adam

Hi JWS, This is definitely possible to do, however there would be a few different ways you could go about create this.  The easiest way would be to add some conditional statements in the OnScreenLoad actions to take care of this when any Method User loads this screen. I will demonstrate one of the ways you can do this, using ...

I have a custom field that applies to customers called "Dormant" and I assign it to certain customers that haven't closed, but aren't leads either. I built a custom screen to check the rows of customers that I want to remain dormant and I have 2 buttons: "Make Dormant" and "Make Customer". The problem I run ...

Greetings, both my laptop and desktop i cant use the Feb version. If i am in a grid and type in a work to search, i get a error message saing the screen doesnt work. All the reports sometimes work and dont work. pressing the print buttons dont work, I get the same error message saying the screen dosent work. on saturday or sunday, method ...

In the last few days, you you may have heard of the Heartbleed Bug on the news or in your social newsfeeds, so we wanted to provide reassurance and a little background info. Heartbleed is an OpenSSL security vulnerability. Method:CRM does not use OpenSSL and therefore our systems and customers are not exposed to this threat Note: Individuals ...

I'm having trouble viewing business cards I uploaded to my leads. All that is shown is the file name under the lead but no link or way to open it. Thank you!

I'm looking to customize the lead ratings, where I would have my own ranking system from A to D with A being "best" and D "worst". The hot/warm/cold option is not specific enough for my company. Is there a way to customize this specific drop down option under "leads?" Thank you!

I have a customized sales order screen. I want some users to be able to access certain fields won the sales order screen, while other users don't even know they exist. How would I do that? 

Hello Francisco,     Can you post some screen shots of the two different Credit Memo screens?  Is the pop-up that is opening the Credit Memo screen customized? You can use programs like Imgur to post images online and use the URL's for the post.     I did a look at the Credit Memo screen.  It does not ...