Search results by user ID 5551

Multiple addresses

CF_Pro — Tue, 18 Feb 2014 23:30:30 GMT

If a business has many different locations, how do you enter the different locations into Method?

Re: Template using dynamic names

CF_Pro — Tue, 18 Feb 2014 15:19:43 GMT

I am already using that exact mail merge command, however I notice that when I pick different contacts it does not pull in the correct first name. I always draws off the main first name on record. How do I draw the name of the contact I am working with. I select the "New activity" from within the contact tab.

CF_Pro

Template using dynamic names

CF_Pro — Mon, 17 Feb 2014 21:24:50 GMT

I want to use a bulk email template that contains the first name of the selected contact, what is the variable name I should use?

Thanks

Access

CF_Pro — Mon, 17 Feb 2014 21:23:09 GMT

Access to allow the ability for a Staff role to change a bulk email template, is this possible?

Currently it will not allow a staff role to change the bulk email template.

Thanks

Customer name VS Company Name

CF_Pro — Mon, 17 Feb 2014 17:18:46 GMT

Someone please shed some light on how these fields should be utilized. We tend to use the same data in both fields, but we're still not quite clear if that is the proper way to utilize these fields.

Thanks

Re: Advanced Grid Control

CF_Pro — Fri, 14 Feb 2014 22:54:50 GMT

That's fine not in a big hurry. I would appreciate more direction on accessing the value via action results.

Advanced Grid Control

CF_Pro — Fri, 14 Feb 2014 19:55:38 GMT

How do I make it so limited info shows up one a grid column (Contact/Lead/Company) when the Rep logged in does not own the lead?

If the rep that is logged in, it should show everything on the grid column. This is obviously the shared active lead contacts view.

I want to show this if the rep logged in owns the lead

'' + ISNULL(viewContacts.Name,'') + ' ' + '' + viewContacts.FullName + ' ' + ISNULL(viewContacts.CompanyName,'')

when the does not

'' + ISNULL(viewContacts.CompanyName,'') + ' '

Thanks in advance

Re: Multiple drop downs that effect each others selection

CF_Pro — Tue, 14 Jan 2014 16:26:16 GMT

Ben,

Nevermind, I simply created an action onload to copy the saved fields back into the object.

Works great!

Thanks

Re: Multiple drop downs that effect each others selection

CF_Pro — Tue, 14 Jan 2014 16:14:03 GMT

Ben,

That will take care of saving the data to the database, but how do you show the data when you come back to that record, if the fields that store the data are hidden?

Re: Popup search

CF_Pro — Mon, 13 Jan 2014 21:51:16 GMT

Adam,

I was able to fix it with your info that you supplied in your reply.

Thanks!