Method:Classic General Q&A

Re: Upgrade Doesn't Work

Method_Michael — Tue, 19 Jul 2011 16:11:44 GMT

pdirect- Thanks for the suggestion, i'm glad to hear that you were able to get up and running with the new CRM.

Re: Upgrade Doesn't Work

pdirect — Tue, 19 Jul 2011 14:39:01 GMT

Ok, I missed sub step 10 under main step 2 which says, "Under Step 4 of 10, they should only need access to the CRM and the QuickBooks tab groups, with the default being CRM."

This should be put in BOLD as it's a big change. It wasn't made clear enough that the old roles are going away and there is only going to be one role. I know it says it, but it's not emphasized enough when such a big paradigm shift is needed.

Upgrade Doesn't Work

pdirect — Tue, 19 Jul 2011 14:31:06 GMT

I've gone through step 1 and 2 of the upgrade process outlined on the following page but nothing changes. Do I need to delete the old before it will show the new? If so, this isn't very clear when it says to wait a week to complete step 3 (although there is no explanation as to why to wait).

http://www.methodintegration.com/cs/blogs/methodblog/pages/switching-to-method-crm-and-method-crm-pro.aspx