Search results by user ID 6613

Set permission for specific screen

pinline — Mon, 08 Jun 2015 17:23:06 GMT

Hi - how do I set permission on a screen level. For example, if I have 5 screens in the customer tab (A, B, C, D, E ) and I want users in Role 1 to be able to see only screens A, B, C and users who are role 2 to see only screens D, E - how would I accomplish that?

Thanks

Importing Data From Trade Show. Leads / Customers / Activities???

pinline — Tue, 20 Jan 2015 15:36:09 GMT

Hi - I recently came back from a trade show where I scanned data from hundreds of attendees that included both new prospects (leads) and existing customers. So some of these scanned contacts already exist in my method database and some do not. At the trade show these people request us to send them information / samples or request a quote for a specific project. Their request is stored in a notes field (text)

Ideally, here's what I would like to do.

1) if the customer exists (as determined by email address) - then update their existing data. if different, Create an activity (date to be today) with the data in the notes section

2) if the customer does not exist - import them as a lead - IsleadStatusOnly = YES create an activity with the data in the notes section

How would I accomplish this??

Thanks in advance

Dave

Creating a Form Letter

pinline — Mon, 03 Nov 2014 22:01:12 GMT

Hi - we're moving from ACT! to method and Im trying to figure out how to create letters that we print out and send to our customers. We have a bunch of form letters that we currently send out at various times (e.g. catalog requests, random samples, etc). I can't figure out how to generate a letter in method that would insert the customers name / address and can be printed (not emailed). Any help you can give would be appreciated.

Thanks

Estimates and Contacts - how to handle this??

pinline — Fri, 24 Oct 2014 16:07:48 GMT

I understand the difference between a customer and a contact - but in trying to implement Method Im running into a problem.

Here is the scenario. Customer Acme Manufacturing has 50+ contacts in offices around the country. Each contact is stored in Method as a contact under the customer Acme Manufacturing. The main contact under Acme at their head office is their controller who pays the bills - her name is Paula Payables. One of the contacts from Acme in a satellite office - Bob Buyer calls and requests a quote for a potential project. Our employee Susy Salesperson creates an estimate in Method.

1) How do we send the estimate to Bob Buyer - not Paula Payables

2) How do we associate that estimate with Bob Buyer so that we know who to follow up with.

It seems like a simple thing - but I can't see how to link the estimate to the correct contact - not the main customer contact.

Thanks in advance

Dave

Re: Error when trying to add contact or any write operation

pinline — Tue, 14 Oct 2014 22:55:00 GMT

Thanks I've tried it on two different computers on two different networks using chrome and firefox. Same result every time.

Error when trying to add contact or any write operation

pinline — Sat, 11 Oct 2014 10:31:03 GMT

Getting the following error whenever I do anything that requires a "write to" operation within method. E.g. add contact, create activity, etc

Here is a link to the screen shot

Thanks in advance

Dave