Search results by user ID 6266

Odd initial show up

k.dise — Fri, 13 Feb 2015 01:29:03 GMT

Hi,

When I sync a customer from outlook to Method, method add initials that do not exist to the clients name. Please have this stop.

Thanks,

Microsoft 365 e-mail set-up

k.dise — Tue, 10 Feb 2015 03:08:44 GMT

Could you please provide instructions to set up my e-mail. I use Office 365. It was set up once but is gone now. Would also appreciate instructions so e-mails look like they are coming from my and not method.

Thanks so much,

Kathy

How do I add a field in customer table?

k.dise — Tue, 13 Jan 2015 21:20:02 GMT

I would like to add fields for:

Date received as prospect

Date converted to client really

Months to convert(a calculation)

Referral Source General

Referral Source Spec

Estimated Annual Value

Opportunity(hot, med, cold, closed)

Service(item)

Team member assigned

Type of organization