Search results by user ID 4861

Re: Email Template Problem

JohnR — Thu, 17 Feb 2011 17:31:42 GMT

I did read the points =). I actually read a lot of your posts when I got started and think you have a lot of cool ideas. What you are talking about IS permissions though, to an extent. If you want to be able to "assign" a template to a user and not have other users see it, that sounds like permissions to me.

I'm not sure what you except them to do if you customize a screen yet want new features released by them. Think about it - if you customize a screen, how are they suppose to figure out what actions, features, etc. you want to keep and which you want from the new screen? It would be a total mess. I know I don't want them overwriting any of my custom screens. I hope they don't do that anyay.

I agree, they aren't perfect. But attacking them isn't going to help us all get features we want added. I've got a growing list myself but I am going to try and "pitch" the ideas as being features for the greater good of Method.

Anyway, no hard feelings.

Web forms....

JohnR — Thu, 17 Feb 2011 17:02:53 GMT

Hi guys,

For web forms, is there a charge? They look great but I want to see what the costs are before using it.

Re: Email Template Problem

JohnR — Thu, 17 Feb 2011 17:01:50 GMT

pdirect - I've been using Method for the last 1 1/2 months so I might not be as experienced as you are but I know what I was looking for was a simple CRM that all my staff could use that worked well with QuickBooks. Based on what you wrote, all of the screens don't assign permissions by employee and I knew that from day one from starting my demo. I liked the fact that by default, the logged in user sees their stuff but if needed, can see another employees items, templates, etc. Same goes with the opps screen and any of the other standard Method screens (at least the ones I've used)

Yes - maybe it isn't exactly how I want it, but that's why I got the option to customize it. I'll probably give feedback on new features I'd love to see in the standard screens. Maybe this wasn't the right fit for you if you didn't want to customize.

Method - you guys are doing a great job so keep it up!

John