Method:Classic General Q&A

Re: CRM Pro 2.0 Cases Module

Method_Michael — Fri, 22 Jul 2011 17:08:35 GMT

jshoff-

That's good to hear, we proactively tried to update all accounts but if the default name had changed we had no way of knowing if it was a closed status or not.

-MIchael

Re: CRM Pro 2.0 Cases Module

jshoff — Fri, 22 Jul 2011 17:04:38 GMT

Yes, that fixed it!! Thanks!

Re: CRM Pro 2.0 Cases Module

Method_Michael — Fri, 22 Jul 2011 16:52:37 GMT

jshoff-

Go to Cases > New Case and click ... next to the Status drop down. Here you will see a Closed Case? check box, check this for the Case Statuses that are a Closed status.

-Michael

CRM Pro 2.0 Cases Module

jshoff — Fri, 22 Jul 2011 16:38:22 GMT

Since upgrading our method system to CRM Pro 2.0 system, we now have issues with cases. Specifically when you try and apply one of the filters (active, closed, etc) it still shows ALL cases. It is hard to view the open cases as they cannot be filtered in any way.