Search results by user ID 6746

Re: Method CRM Pro vs Method CRM customization

Appetizers_Melissa — Tue, 03 Feb 2015 20:39:24 GMT

Thank you Justin! That is the info I needed,. I appreciate it.

Method CRM Pro vs Method CRM customization

Appetizers_Melissa — Tue, 03 Feb 2015 20:08:32 GMT

I am still in my trial phase of Method CRM so I have the Pro version, but my company is leaning towards going with the more basic Method CRM. I am having a hard time understanding the difference when it comes to customization. I understand that in the basic version, I can't create NEW tables and drop-down lists. However, there are a number of customizable features that might be categorized as basic, I'm just not sure. For example, will I be able to keep these features if I switch to basic:

1. Tags

2. Using the Ellipses to add-on to drop-down menus, such as adding to the Lead Source list in Opportunities using the ellipses to add a new lead source.

3. Creating my own Email Templates

Please advise. I know there are many customization tutorials out there, but I don't know if they apply only to Method CRM Pro or if they apply to the basic version as well.

Thank you!

Activities and Emails - Can emails be delayed or automated?

Appetizers_Melissa — Thu, 29 Jan 2015 21:36:57 GMT

I am in my first few days of my free trial of Method, and I am confused by sending emails in Activities. Namely, that I can create the activity and create an email, but when I save, the email is sent immediately even if the activity isn't scheduled for days later. Is there a way to delay the sending of the email., or automate it to be sent later? I've been looking through the forum and the tutorials but can't find a way to do that. I'm not sure if this is possible with the Outlook plug-in, if it's a customization, or if this is just not do-able. Ideally having the email automated to send on delay would be great.