Method:Classic General Q&A

Re: Suggestion: Add Opportunities Tab to Customer Record

Method_Jason — Tue, 02 Apr 2013 13:58:02 GMT

The picture Dawn sent is posted below. If I understand correctly Dawn, you basically want a field similar to the Related to Campaign field on your screenshot, but for Opportunities and Cases on all activity screens? The screenshot you sent me looks like the Google Gadget and unfortunately at this time the Google Gadget cannot be customized. You can however achieve this in regular Method.

If you would like to try and customize this yourself, I would suggest copying and then reverse engineering the screen to try and learn how the Related to Campaign field works. However, after taking a quick look myself, it seems like it may be a complicated job. I would suggest contacting your consultant. (I know you've already been in touch)

If you would like to learn about customization we have some customization webinars here near the bottom of the page. I also recommend checking out our Method Solution Providers.

Best,

Jason

Re: Suggestion: Add Opportunities Tab to Customer Record

Ourcreativeteam — Tue, 02 Apr 2013 04:12:40 GMT

Thank you - That part is easy to figure out, but not what I was trying to ask about. Still new to Method speak and the best way to

post - so thank you for your patience.

I sent you a picture of what we are trying to do. I could not get it to paste in the forum - perhaps you could add that if pertinent.

Thank you

Dawn

Re: Suggestion: Add Opportunities Tab to Customer Record

Method_Jason — Mon, 01 Apr 2013 21:40:40 GMT

OurCreativeTeam,

Yes this can be done in the stock Method CRM screens. To relate an existing activity to a case or an opportunity, go to Activities>Activities List and click Go To... on the activity you would like to edit. Make sure you are in the Recent History tab, and you will see to the right of the screen the recent activities, cases, and opportunities for the specified customer. Click the Relate link (see the screenshot below). Note that you can only relate an existing activity with a case or opportunity with the same customer.

If you are working in the Opportunities or Cases tab you can also relate activities from here. For example, if you're editing a case you'll see a tab for Case Dialogue & New/Edit Activity and Existing Activities for this Case. Hope this helps and let me know if you need further clarification. I recommend our webinars if you are looking for some basic training with Method. Look for the activity video in the Method CRM 2.0 section.

- Jason

Re: Suggestion: Add Opportunities Tab to Customer Record

Ourcreativeteam — Mon, 01 Apr 2013 19:14:43 GMT

Can you add opportunities/cases/ to the ACTIVITIES screens?

We want to assign the majority of activiites to one of the following: Case or Opportunities

Re: Suggestion: Add Opportunities Tab to Customer Record

Anonymous — Fri, 08 Apr 2011 18:36:38 GMT

pdirect:

It would be really nice if I could pull up a customer and see a list of opportunities associated with that customer. It would be as simple as adding an opportunity tab to the customer record in customer center. I know, I know, there is probably some way I could customize Method to pull this off, but I don't like to spend my time customizing everything. Functionality like this should be standard in a CRM system.

I'll let you in on a little secret........but don't tell anyone.....this feature is on the way. It's one of many changes you'll see coming for late spring....

- Danny

Suggestion: Add Opportunities Tab to Customer Record

pdirect — Fri, 08 Apr 2011 18:26:23 GMT

It would be really nice if I could pull up a customer and see a list of opportunities associated with that customer. It would be as simple as adding an opportunity tab to the customer record in customer center. I know, I know, there is probably some way I could customize Method to pull this off, but I don't like to spend my time customizing everything. Functionality like this should be standard in a CRM system.