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Help with multiple technical issues in Method CRM Classic

Last post 06-08-2015 1:24 PM by Method_Audisho. 5 replies.
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  • 06-04-2015 1:23 PM

    Help with multiple technical issues in Method CRM Classic

    I am experiencing the following technical issues listed below when using Method CRM classic. I am wondering if someone could help me and if anyone else is experiencing the same problems. These problems seem to occur on a regular basis on and off throughout the course of the day.

    - program seems to be extremely slow logging in and with navigating through different windows within the system. I have no other problems with speed in other programs or when using anything else on my computer.

    - Error message occasionally when trying to login and only successfully gaining access after numerous attempts

    - when clicking on the leads tab and editing lead information screen will go blank(white)/ freeze and I have to completely log out and log back in .

    - when adding additional information into the leads section of the program information will either disappear or not save

    - in the activities section in the leads tab; all information will be stored and saved on the main page and then when I click on “activities” the program does not pull or generate the lead information into the new activity field under “contact Details (edit)” and “Lead/customer/vendor/employee details (edit)” section. It will either be completely blank or just generic program headers stated in the last sentence are showing. In addition there will be times where only parts of the information will appear, missing a phone number or e-mail address etc.. Also, occasionally everything in the top right section will just appear white/blank.

    - in new activities after writing comments and assigning a new activity, when I click on the “Send an Email?” box prompts the right side of the window to e-mail the lead our standard follow up e-mail it does not automatically load the leads e-mail address into the “ To: “ field/section

    - when navigating between windows within the program I have numerous pop up (timed) error messages but they do not stay up long enough for me to read the message without the time running out or completely disappear bouncing me back to a previous window or screen and not allowing me to stay in the window I am trying to enter in information

     

    Again all of these problems don’t always occur all at once but I have been dealing with all the above randomly throughout the course of the day on a regular basis delaying me or preventing me from working.



  • 06-04-2015 2:49 PM In reply to

    Re: Help with multiple technical issues in Method CRM Classic

    Answer

    Hi sales@pinline,

    Method performance can be affected by a number of factors such as the following:

    1) Issue: Many other browser tabs open in the same browser

    Solution: Close the other tabs

    2) Issue: Bad cookie or cached file data

    Solution: Clear your browser’s cookies and cached files

    3) Issue: Misc browser related issue

    Solution: Try running Method in another browser

    4) Issue: Browser plugins causing performance issues

    Solution: Remove or disable your browser plugins or run Method in a private / incognito window

    The non-performance issues that you described could also be related to performance, as fields aren’t always populated immediately when a screen loads. The data need to be pulled from other tables and placed in the fields on screen.

    If the above suggestions don’t help you to resolve the issue, give our support number a call at 1-888-925-6238 x2. A member of our support team will be able to perform a screen share with you in order to better diagnose the issue.

    I hope this helps.

    -Audisho

    Audisho Sada
    Product Manager
    Method:CRM
    a.sada@method.me
    Toll Free: 1.888.925.6238
    Local & Overseas: 416.847.0400
    Fax: 416.640.6027
  • 06-05-2015 12:45 PM In reply to

    Re: Help with multiple technical issues in Method CRM Classic

    Hi Audisho,

    Thank you for responding to my poost but unfortunately I have tried ALL your suggestions multiple times and it did not resolve any of the issues I'm having with CRM. I also called and spoke to our IT person for our company and he confirmed that everything is running efficiently on our end with our computer and computer system. I made several attempts yesterday to contact your support teams and after being on hold for a minimum of 15 minutes each time, I was disconnected after an automated messsage came on informing me you were experiencing technical issues please try my call again later. Would it be possible if someone from your support team could contact me today to possibly do a screen share with me to resolve all of these issues. My boss has expressed that this is causing a huge delay and it is taking double the amount of time to accomplish or complete what needs to be done. So I'd greatly appreciate it if someone could contact me as sson as possible because all of these issues are causing us time, money , and our work is severly impacted due to these problems. Thank you again for responding and I look forward to hearing from someone from your support team.

    Thank you!

    Maria Schmidt

    Pinline

    [number removed]

  • 06-05-2015 2:00 PM In reply to

    Re: Help with multiple technical issues in Method CRM Classic

    Hi Maria,

    I’m sorry that you’re still having trouble with this and I am also sorry that you were unable to reach us via phone. Our phone system should allow you to leave a voicemail instead of waiting on hold. In the future if you leave us a voicemail, we will create a case for you and reach out as soon as we are available.

    In this instance, I have created a case for you, as per your request and sent you a case notification email. A member of our support team will reach out as soon as they are available to investigate. Sorry again for your trouble and thank you for your patience.

    -Audisho

    Audisho Sada
    Product Manager
    Method:CRM
    a.sada@method.me
    Toll Free: 1.888.925.6238
    Local & Overseas: 416.847.0400
    Fax: 416.640.6027
  • 06-08-2015 1:02 PM In reply to

    Re: Help with multiple technical issues in Method CRM Classic

    Again today Monday 6/8/15 we are still experiencing the same problems and as of 2pm this afternoon we have not heard from a community support specialist. Also, no one seems to be answering the phones again today. Below you will find the email I sent yesterday regarding this entire situation and problems we are having.

    As stated in previous correspondence I tried numerous times all afternoon on Thursday, 6/4/15 and I also left a message. Due to the fact that no one returned my initial call and message by the end of the business day on Thursday a more aggressive approach was made on Friday. On Friday both myself, my boss, the owner of Pinline, and also our computer IT person spent an entire day trying to contact Methods support team. It has been that extremely detrimental to our time and work that all four of us opted out to different departments and extensions. No one in any other department such as accounting, sales, etc. answered.Your response to my post in the forum was appreciated but it did not even remotely come close to resolving any of the issues we are having with methods. The suggestions made were just standard methods in resolving general internet problems, which most people who are familiar with computers are knowledgeable on. I thank you for personally treating our problem as tentative priority but the problem still remains, no one able to fix our problem has contacted us nor has the issue within methods CRM been resolved. Is it possible you could make a notation within the case file that we would like to set up a specific time on Monday 6/8/15 for a support team member to contact us via telephone? Due to the support teams inability to prioritize and distinguish the severity of the problem and their lack of effort in attempting to resolve them, it has now become extremely time consuming and effecting other areas of our work/ business. So again I must express concern that not only has this cost us time and money, it has substantially delayed all areas of work and has put us an entire week behind. As a business ourselves, we understand not all problems are resolved within 24 hours. However, it is completely unacceptable that after two days there has been no verbal contact and no real urgency has been addressed .I'd greatly appreciate it if you or someone else could contact me Monday with a specific and scheduled time that a support team member will be contacting us via telephone. We will welcome and be accepting of any time of your choosing, so long as it's guaranteed a support member will be calling.

  • 06-08-2015 1:24 PM In reply to

    Re: Help with multiple technical issues in Method CRM Classic

    Hi Maria,

    Sorry for the delay. I understand that this is having a detrimental effect on your work process and I thank you again for your patience. I spoke with the support representative who is assigned to your case. He is going to reach out to you in approximately 1 hour (~3:20pm EDT) when he is available.

    If you are calling us, please make sure that you are leaving a voicemail. Without this, we have no way of knowing that you called. I’m not saying that you didn’t leave one, I’m just clarifying.

    -Audisho

    Audisho Sada
    Product Manager
    Method:CRM
    a.sada@method.me
    Toll Free: 1.888.925.6238
    Local & Overseas: 416.847.0400
    Fax: 416.640.6027
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