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  • Re: Customer Name Field

    Ben - Outstanding! That answered my question. Thanks. This issue is closed.
    Posted to Method:Classic General Q&A (Forum) by Jim.Hewitt on 11-12-2015
  • Customer Name Field

    What goes in the 'Name' field when importing new leads, Company Name or Lead (Person) Name? I'm importing from excel. The data includes a company name and a contact name and title but not in all cases. I insert the contact name (concatenate FirstName and LastName) if it exists and the company name if it does not. But I'm not sure ...
    Posted to Method:Classic General Q&A (Forum) by Jim.Hewitt on 11-12-2015
  • Re: CRM Email Templates

    Ben -  Thanks. I'm pretty sure you have nailed it. I think the recipient had images blocked when retreiving emails. Thus, the picture didn't show up in the email until the recipient requested the picture to be downloaded.  The issue is closed. Thanks a pile. Jim
    Posted to Method:Classic General Q&A (Forum) by Jim.Hewitt on 11-09-2015
  • Re: CRM Email Templates

    Ben -  I did upload the image the from the email template. The image displays when you go to the address. Thus, it should download with the HTML script. But it apparently doesn't. But wait, there's more. I uploaded the image again and I duplicated the template. When i send the email to myself, I can see the ...
    Posted to Method:Classic General Q&A (Forum) by Jim.Hewitt on 11-06-2015
  • Re: CRM Email Templates

    A Ashur - Doesn't work for me. Here is the HTML code the email editor inserted (your example has 'test' mine = 'method': <td width="247"> <a href="http://www.hewittindustries.com/Pyrometer%20Gauges/pyrometers_3_inches/010-427-1X-X%20C%20Pyro%203in%200-1500F%20REV%20A.pdf"><img ...
    Posted to Method:Classic General Q&A (Forum) by Jim.Hewitt on 11-05-2015
  • List builder selection criteria

    I have a long contact list. In list builder, I want to create activities in small chunks assigned to different people. After i create my first set of activities on the list and assign them to person 1, how do I create my second set of the same activites for assignment to person 2 WITHOUT duplicating the first set of activities already assigned to ...
    Posted to Method:Classic General Q&A (Forum) by Jim.Hewitt on 11-03-2015
  • Outlook plugin install failure

    I'm installing outlook on a machine running Windows XP and Outlook 2010. It fails. How do I get to a successful install. The install log is: Outlook addin install log The following properties have been set: Property: [AdminUser] = true {boolean} Property: [InstallMode] = HomeSite {string} Property: [ProcessorArchitecture] = Intel ...
Page 1 of 1 (7 items)