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Jennifer,
I agree with Mark. Although Method CRM does offer email or SMS reminders (if the user opts in for them) that are sent out approximately 15 mins before the activity is due, if you'd like a complete list sent to a particular person this would require customization. I don't see this being very difficult to do.
My question to you ...
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Hi there,
Yes, we certainly do have info on the import tool. Let's start by providing you with two things.
Use our Help Center for an article on this topic (click here)
Try following a webinar on this (click here) for a list of webianrs and search for the Import / Export Tool
Let us know how this goes.
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Hi Sherrie,
There's a few different ways to do this. Some involve more customization and others can utilize what is already there. Here are just a few options:
If you want the work orders to be printed on one page, you will either have to create a new report template or modify one of the existing ones. It would probably make most sense to ...
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Invoices
New feature to accommodate email notifications when saving.
Fixes to save & close so screen closes when open as pop up.
Fixes to actions on save button to meet Method validation for actions.
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If you go through the grid wizard, there's a step to add the columns (fields) to the grid. Also, since this grid is built off an attached table that is not the screens main table (the screen is built off the customer table), you'll have to select a customer that actually has related equipment so it can populate the related data.
If my ...
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Sherrie - glad to hear you found the conditional warning.
There may have been some miss-communication regarding your previous post since we defiantly offer support. We try to make a clear distinction between true technical support (free) vs consulting (i.e training, customization assistance, project scoping and etc.). Users can always schedule ...
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@ericpierson - welcome to our forums!
I believe this is possible but would require some customization. See my response in the thread above. I have not personally tried to customize this area of Method but that's how I would start to approach it.
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@simsimsalabim
I entered a fake customer in my sample account with the same address details you provided. Sure enough I received the same message which was a fast and easy way to replicate this. Then, I took the same address (address portion only excluding the name) and pasted into Google Maps, the response I got was "Did you ...
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@simsimsalabim - I see this is your first post…welcome to our forums!
Hmm, you've sure picked a tough one to explain but I'll do my best. I see this broken down into your two questions.
[quote user="simsimsalabim"]have customer names appear with addresses in Google Maps,[/quote]
The answer to this could be as easy a ...
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Hi Martin,
Please accept my apologies for the late response here. We've had created an internal ticket to help determine the cause and expedite any possible solution. Our team is still looking into it and I will provide an update as soon one is available.
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