Search results by user ID 5537

Hosted Dialer

emiller — Tue, 20 Mar 2012 21:39:38 GMT

Has anyone tried using Method with a hosted dialer application and having it display the customer when contacted?

Re: Deleting Imported Records

emiller — Mon, 19 Mar 2012 23:20:19 GMT

Okay, I tried that but the IsLeadStatusOnly is not available when I select update checkbox?

Re: Deleting Imported Records

emiller — Mon, 19 Mar 2012 18:50:09 GMT

Table I'm dealing with is the customer table. I have the synch turned off so it's not trying to synch. I was trying to import these as leads and messed up. I saw there was the option to delete the customer table but was concerned this could mess something else up?

Deleting Imported Records

emiller — Mon, 19 Mar 2012 16:39:12 GMT

Just getting up to speed on Method and imported some records we want to remove. What is the easiest way to clear all the customer info out of the Method database?

Re: Generate letter for Lead

emiller — Wed, 07 Mar 2012 20:32:39 GMT

Thanks Ronen, I saw how to do for email. Any suggestions on how to generate a letter that can be printed?

Generate letter for Lead

emiller — Wed, 07 Mar 2012 15:14:14 GMT

I'm trying to figure out how I can generate a letter for leads that I select. Basically looking for a mail merge type of functionality? I see how to generate emails but not form letters. Do I need to do something and export to a word processing program and do the merge there?

Thanks!