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Or anything else you want to know from the Method Team and other Method users.enCommunityServer 2007.1 SP2 (Build: 31113.47)http://forums.method.me/cs/forums/thread/16912.aspxMon, 01 Apr 2013 14:48:56 GMT3393c1ec-311b-4812-96cb-ad8c611bba4f:16912Method_Jason0http://forums.method.me/cs/forums/thread/16912.aspxhttp://forums.method.me/cs/forums/commentrss.aspx?SectionID=13&PostID=16912<p><span id="mce_0_start" style="overflow:hidden;">Hi Marcelo,&nbsp;</span></p> <p><span id="mce_0_start" style="overflow:hidden;"></span>To add/edit <span id="mce_26_start" style="overflow:hidden;"></span>your <span id="mce_58_start" style="overflow:hidden;">activity&nbsp;</span>statuses,<span id="mce_6_start" style="overflow:hidden;"></span><em> View<span id="mce_6_end" style="overflow:hidden;"></span></em> th<span id="mce_27_start" style="overflow:hidden;"></span>e screen called <span id="mce_1_start" style="overflow:hidden;"><span id="mce_9_start" style="overflow:hidden;"></span></span><strong><span id="mce_3_start" style="overflow:hidden;"></span>CRM_ActivityStatusList</strong><span id="mce_1_end" style="overflow:hidden;"><span id="mce_3_end" style="overflow:hidden;"><strong><span id="mce_9_end" style="overflow:hidden;"></span></strong> under the<span id="mce_28_start" style="overflow:hidden;"></span> <span id="mce_11_start" style="overflow:hidden;"></span><strong>Customize&gt;Screens<span id="mce_11_end" style="overflow:hidden;"></span></strong> tab<span id="mce_29_start" style="overflow:hidden;"> (see the screenshot below)</span>.&nbsp;<span id="mce_13_start" style="overflow:hidden;">From here you can also label the <span id="mce_31_start" style="overflow:hidden;"></span><em>Status Type<span id="mce_31_end" style="overflow:hidden;"></span></em> of your new status to <span id="mce_20_start" style="overflow:hidden;"></span><em>Cancelled<span id="mce_20_end" style="overflow:hidden;"></span></em>, <span id="mce_22_start" style="overflow:hidden;"></span><em>Complet<span id="mce_70_start" style="overflow:hidden;"></span>ed<span id="mce_22_end" style="overflow:hidden;"></span></em>, or <span id="mce_24_start" style="overflow:hidden;"></span><em>Pending<span id="mce_24_end" style="overflow:hidden;"></span></em>. You c<span id="mce_33_start" style="overflow:hidden;"></span>an also <span id="mce_35_start" style="overflow:hidden;">add/edit</span>&nbsp;the <span id="mce_14_start" style="overflow:hidden;"></span><span id="mce_36_start" style="overflow:hidden;">s</span>tatus type<span id="mce_65_start" style="overflow:hidden;"></span><span id="mce_39_start" style="overflow:hidden;">s</span><span id="mce_36_end" style="overflow:hidden;"></span>&nbsp;by <span id="mce_16_start" style="overflow:hidden;">cre<span id="mce_40_start" style="overflow:hidden;"></span>ating a <span id="mce_47_start" style="overflow:hidden;">basic&nbsp;</span>scree<span id="mce_45_start" style="overflow:hidden;"></span>n based off the <span id="mce_17_start" style="overflow:hidden;"></span><strong>ActivityStatusType<span id="mce_17_end" style="overflow:hidden;"></span></strong> table.&nbsp;<span id="mce_19_start" style="overflow:hidden;"><span id="mce_30_start" style="overflow:hidden;"><span id="mce_46_start" style="overflow:hidden;"><span id="mce_48_start" style="overflow:hidden;">This is <span id="mce_69_start" style="overflow:hidden;"></span>not a built in screen <span id="mce_68_start" style="overflow:hidden;">but you can easily create one</span>.<span id="mce_66_start" style="overflow:hidden;"></span> <span id="mce_59_start" style="overflow:hidden;">A</span>dd a grid and a few basic buttons such as <span id="mce_49_start" style="overflow:hidden;"></span><i>Save</i><span id="mce_49_end" style="overflow:hidden;"><i></i>,&nbsp;</span><em>Delete<span id="mce_51_end" style="overflow:hidden;"><span id="mce_61_start" style="overflow:hidden;"><span id="mce_62_start" style="overflow:hidden;"></span></span></span></em><span id="mce_51_end" style="overflow:hidden;"><span id="mce_61_start" style="overflow:hidden;"><span id="mce_62_start" style="overflow:hidden;"></span></span></span><span id="mce_51_end" style="overflow:hidden;"><span id="mce_61_start" style="overflow:hidden;">, and</span></span><span id="mce_51_end" style="overflow:hidden;"><span id="mce_61_start" style="overflow:hidden;"><span id="mce_62_end" style="overflow:hidden;"></span></span></span><em><span id="mce_51_end" style="overflow:hidden;"><span id="mce_61_start" style="overflow:hidden;"> New</span></span></em>.&nbsp;<span id="mce_53_start" style="overflow:hidden;"><span id="mce_55_start" style="overflow:hidden;">Let me know if you need some more assistance.&nbsp;</span><span id="mce_72_start" style="overflow:hidden;"></span><span id="mce_56_start" style="overflow:hidden;"><span id="mce_67_start" style="overflow:hidden;"><span id="mce_71_start" style="overflow:hidden;"></span></span></span></span></span></span></span></span></span></span></span></span></p> <p><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span id="mce_54_start" style="overflow:hidden;"><span id="mce_57_start" style="overflow:hidden;"></span></span>- Jason</span></span></span></span></span></span></span></span></span></p> <p><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><br /></span></span></span></span></span></span></span></span></span></p> <p><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><img src="https://www.methodintegration.com/method/AccountPages/AlocetSystem/ImagesPublished/Screen%20Shot%202013-04-01%20at%2010.32.10%20AM.jpg" width="900" alt="" /></span></span></span></span></span></span></span></span></span></p>http://forums.method.me/cs/forums/thread/16898.aspxSat, 30 Mar 2013 17:46:15 GMT3393c1ec-311b-4812-96cb-ad8c611bba4f:16898Marcelo117560http://forums.method.me/cs/forums/thread/16898.aspxhttp://forums.method.me/cs/forums/commentrss.aspx?SectionID=13&PostID=16898<p><span style="overflow:hidden;" id="mce_0_start"><span style="overflow:hidden;" id="mce_3_start"><span style="overflow:hidden;" id="mce_4_start"><span style="overflow:hidden;" id="mce_5_start"></span></span></span>What will be the best way to accomplish this?<span style="overflow:hidden;" id="mce_2_start"></span></span></p> <p><span style="overflow:hidden;" id="mce_0_start"></span>In our current soft<span style="overflow:hidden;" id="mce_6_start"></span>ware we schedule<span style="overflow:hidden;" id="mce_7_start"></span> work orders to renew automatically and we try to upsell to our customers by schedul<span style="overflow:hidden;" id="mce_9_start"></span><span style="overflow:hidden;" id="mce_10_start"></span>ing work orders on &quot;estimate status&quot; this are services that we want them to consider, but not have them yet.<span style="overflow:hidden;" id="mce_8_start"></span></p> <p>At the end of the season we sent our renewals letter, with 2 sections, one with all services that they had the previ<span style="overflow:hidden;" id="mce_12_start">o</span>us se<span style="overflow:hidden;" id="mce_11_start"></span>ason, and they all renewed automatically, and a second sections with tho<span style="overflow:hidden;" id="mce_1_start"></span>se services in &quot;estima<span style="overflow:hidden;" id="mce_13_start"></span>te status&quot;.<span style="overflow:hidden;" id="mce_14_start"></span></p> <p>I noticed that waiting on someone else are &#39;not started status&#39;, this will not work. Will I have to create a new status?, but should not be pending type, how would I do this?<span style="overflow:hidden;" id="mce_1_end"></span><span style="overflow:hidden;" id="mce_3_end"><span style="overflow:hidden;" id="mce_4_end"><span style="overflow:hidden;" id="mce_5_end"></span></span></span></p>