Search results by user ID 6451

A few questions about report capabilities for basic Method CRM

chelsmbc — Thu, 10 Jul 2014 17:06:39 GMT

Hi,

I'm trying to figure out how to best customize my company's Method interface (basic Method CRM) to be able to pull the kinds of info/reports we're most interested in. I'm having a bit of trouble figuring out what's possible and what's not, as we don't have access to the report designer (we use Macs) so all our customization is limited to what's possible within Method itself.

I was hoping someone could let me know if it's even possible to make the changes or add the screens/fields I'm intersted in adding, before I spend too much time trying to figure out how to do it.

Essentially, the issues I have encountered include the following:

- When I go to pull Activity Reports and select Advanced Report, I want to be able to group by Company Name as opposed to Contact name. There is no bubble to select for Company; is it possible to add a field to this Activity Report screen to enable this function?

- I also want to be able to pull reports according to the tags I have created for each contact (essentially, three tags indicating geographic region, account “level,” and account “type/category.” Is this possible, as well? (To filter by tags, or to create a screen or field that would allow me to take advantage of tags within Method’s built-in report generator).

Are there any tutorials or videos that could help me figure out how to do this on my own, keeping in mind that I'm using a Mac and don't have access to the report designer?

Thanks so much!

Re: Help with Customization Options using Method CRM on a Mac

chelsmbc — Tue, 08 Jul 2014 19:49:44 GMT

Hi Mary,

Is there any chance you have a version of that video that works on a Mac?

Thanks,
Chelsea

Re: Help with Customization Options using Method CRM on a Mac

chelsmbc — Tue, 24 Jun 2014 20:53:29 GMT

Thanks so much, Mary and Adam! This is helpful and iI appreciate it.

Help with Customization Options using Method CRM on a Mac

chelsmbc — Fri, 20 Jun 2014 16:39:43 GMT

Hi,

My company uses Method CRM (regular, not pro) on apple computers. It seems our customization and report options are limited, since we don't have access to the Report Designer (Windows only), and we have a regular CRM account as opposed to Pro.

I was hoping someone could help me figure out what our options are, in terms of customization within Method itself -- ideally customization of the options for pulling reports, and for how data within reports is displayed (for example, when we pull a report based on an Activity, like "Placed First Order," it would be very helpful if first order actions would populate by Company name as opposed to Contact name -- this seems like something that should be possible through customization, but I'm not sure if it is, or if it's possible with our specific account (Mac, regular).)

I can't find many Mac-specific or regular CRM-specific text resources out there so wanted to post on here. I'd appreciate any guidance!

Thanks,
Chelsea