Re: Adding Tags/TagList Field to Customer and Customer Leads?

FOXTROT LIMA — Thu, 08 Jan 2015 17:13:40 GMT

Marwan,

Your instructions were very explicit and descriptive. However, after successfully customizing the tabesl/fields and the customer/lead screen, the tags are still not able to be imported with the integration tool. I am going to send you screenshots directly to your email address that shows that I followed your steps correctly and how they tagging still will not carry over.

Please advise ASAP, as this has been a major roadblock for us with Method. Call 1-800-393-1031 as soon as you can so I can describe it more in detail.

Thanks,

The FOXTROT LIMA Team

Adding Tags/TagList Field to Customer and Customer Leads?

FOXTROT LIMA — Fri, 02 Jan 2015 01:34:24 GMT

CONTEXT/BACKGROUND:

My company has a mass email list of businesses (5000+ entries) on a .csv spreadsheet that we would like to import into Method as Customer Leads with assigned tags (TagList field) for each entity. These tags will be critical to our company's efficiency (sorting leads) with creating segmented customer groups and implementing concentrated marketing efforts via mass email campaigns. NOTE: The entries in our mass email list/CSV spreadsheet contain only information regarding the entity (company) without any individual contacts.

THE PROBLEM:

With the way things currently stand with the importing/exporting tool in the Method software, an end user can only assign and import tags to contacts, NOT entities. Our mass email list/spreadsheet contains the fields needed to import all entries as entities into the Customer Leads tab, but we do not have the ability to import tags assigned to these entities simultaneously. Assigning these tags manually one by one after the 1000's of entities are imported into the Customer Leads database in our account would be extremely inefficient.

DESIRED SOLUTION:

Our company wants to be able to add tags to customers and customer leads. This will allow us to efficiently import our mass email list of businesses with tags assigned to them within the Customer Leads database in our account. We understand that this will require some customization. A member of the support staff from Method CRM suggested that one way of accomplishing this would be to add the "TagList" field to the "Entity" table and customize the customer and customer leads screen.

We have not been able to figure out how to accomplish the desired solution and would appreciate "step-by-step" explicit instructions, as we are relatively new to the Method CRM software.

We appreciate your time. Thanks,

The FOXTROT LIMA Team

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Re: Adding Tags/TagList Field to Customer and Customer Leads?

Adding Tags/TagList Field to Customer and Customer Leads?