Search results by user ID 6848

After download and install

msfeld — Thu, 04 Aug 2016 22:44:03 GMT

After the download and install I opened the app and it indicates No Internet Connection.

I turned my wifi off and was able to logon

Once logged on... in Contacts if I flip my iPhone on it's side I can't scroll all the way to the bottom of the screen.

I logged out and it did not retain my login info

I turned the wifi back on and again was unable to use it because of No Internet Commection

This is Marty Feldman maty@southernrocklobsterusa.com

Is anyone else experiencing a problem logging on to the classic version as of 10pm PST

msfeld — Tue, 07 Jun 2016 05:51:28 GMT

I can access the new version but I am unable to access the classic version at this time.

Is there anyway to mass delete activities?

msfeld — Fri, 17 Apr 2015 20:32:23 GMT

We inadvertently added a number or recurring appointments that should never have been on the Method calendar. The status was changed to Cancelled and now we would like to delete all of these cancelled recurring activities (over 2000). Is there an easy way to do this?

Adding, Deleting or Modifying dropdown items in the list

msfeld — Tue, 14 Apr 2015 20:05:36 GMT

I am the Admin user for 2 new Method Accounts (2 different clients).

I am trying to change or add items to the following dropdown lists.

Please advise if these lists can be modified and if so how to do so since the instructions are not complete:

Under Leads

Type (which has 4 items only and limited in scope), Lead Status (I need an additional one like Never or NOT A LEAD)

Since I need all of my clients contacts to be uploaded into Method and the only option is to make them a Customer/Contact (not wanted because I don't want them sync'd to QB) or Lead (not really) what I really need is Contact Only (not associated to any Customer) and not a Lead (like personal, family or other contacts)

Please advise