Search results by user ID 4364

Display and filter by activity date

kevin.murphy — Wed, 21 Jul 2010 20:58:47 GMT

I am looking to filter customers based on the record of the last completed activity for our call center. I want to be able to sort customers by the last time an activity was completed on their acoount. I have a customized customer list that I want to be able to quickly view all of the customers that haven't had an email or a call since a given date.

I've implemented some custom state and region filtering, but I need a quick view of customers that haven't been touched in a given time range. What are my options?

Search and Filter

kevin.murphy — Fri, 16 Jul 2010 15:31:42 GMT

I'm relatively new to any of the customization options and one of the things I am struggling with is how to search or filter customers by state or some predetermined region. Is there a way to add a box to the customer center or filter in some other way to select only those customers in say "New York"?

Re: We're ready to get started! Method Outlook 2.0 Plug-In

kevin.murphy — Fri, 02 Apr 2010 21:50:02 GMT

Using both Mozilla and IE, I've tried downloading and installing the Outlook plugin. An initial private beta install worked and showed up in Outlook. Up/downloaded info between Method and Outlook.

Since then, after 2 weeks the plugin disappeared from Outlook. Using the newly released public beta 2.0, A reinstall, repair, uninstall, reinstall, restart hasn't brought the plugin back.

Looking for help from Method. An initial troubleshooting session with the Method team hasn't fixed this bug.