Search results by user ID 6191

Re: How to create a mailing list for physical address

jvandelicht — Tue, 03 Dec 2013 20:18:19 GMT

I don't know what you mean by adding my role to the tablink? I have all roles checked except for admin and accountant. It says I have the ability to do everything.

Re: How to create a mailing list for physical address

jvandelicht — Tue, 03 Dec 2013 16:37:10 GMT

No, I am not admin.

Re: How to create a mailing list for physical address

jvandelicht — Tue, 03 Dec 2013 15:31:14 GMT

Everything is checked except for accountant and administrator.

THank you,

Re: How to create a mailing list for physical address

jvandelicht — Tue, 03 Dec 2013 14:41:04 GMT

Adam,

That entire section has been enabled. We double checked it and it looks just like the image above and I still am not able to do this customization.

Thank you,

Re: How to create a mailing list for physical address

jvandelicht — Mon, 02 Dec 2013 15:11:01 GMT

Adam,

This is the screen I am seeing when i try to customize. I am not the administrator and they said they have given me all access to customize screens, but this is still not working. Is there somewhere he should go or do?

Customize screen

Great! You want to customize - that's what Method's all about. But before you customize screens, keep the following in mind:

When you customize a screen, you will be using your version of the screen going forward. This means your screen won't receive any standard updates we make to the out-of-the-box version of the screen.
Technical support is free of charge on out-of-the-box screens, but once a screen is customized, support is done using a paid consultant.

You were attempting to customize the screen: CRM_ListBuilder(2)

You do not have access to any tab groups with Customize > Screens. Please ask your administrator to enable this ability for you under Customize > Users.

How to create a mailing list for physical address

jvandelicht — Mon, 25 Nov 2013 15:07:01 GMT

I am needing to create a mailing list for a physical address mailing. I can not get any list builder to work, it only gives me the e-mail option. All of the webinars I have seen are older and I do not have the options they are discussing.

Thanks!