Method Community

Good to hear! One improvement that would be wonderful in future releases is to be able to save advanced searches.  For example, one of our reps could save a search for all gold customers in chicago instead of needing to enter this information everytime. 

I could, but that can be confusing to users when they have two customer lists screens.  Long term, the new version NEEDS advanced search. In fact I'm quite surprised that you would remove this as advanced search and filtering is one of the staples of any quality CRM system.  We used this extensively in Microsoft CRM before switching ...

We REALLY need this functionality and may have to switch to the old setup to get it!  It is how our reps would create lists of customers they needed to visit in a particular city. It's also how we searched by various other fields to find certain customers or groups of customers.  For example, we classify our customers as Gold, ...

Where is advanced search in the new upgrade?  We're lost without it! 

The way I would fix this is not by changing the activity number but by allowing us to give activities subject lines like you can in Outlook.  Then you could keep your default activity number which doesn't mean anything to us and instead we would see the activity subject (and customer) in the related activity dropdown field instead of the ...

I'm confused on the new "Related Activities" feature. When I click on the activity dropdown box to associate a related activity, all I see are a bunch of numbers.  There are no names that would allow me to make any sense of these numbers.  How in the world can a user be expected to memorize an aribtrary ...

But many times there is a BIG difference between what an application developer is trying to do and how the user experiences it.  I still don't understand how the different tabs sync to Outlook and will need a thorough explanation on that.

Oh, I see.  I didn’t notice the ellipses.

I highly recommend that Method begin using UserVoice for storing and rating suggestions. It would clean it up and help you focus on the most important priorities.  And no, I don't work for them or get any benefit from you using their service. I just use it for a couple of other applications and it's ...

I'm not seeing this.  All I see is my original opportunity stage names.