http://forums.method.me/cs/forums/30.aspxAsk technical support questions, how do I?...or anything else you want to know from the Method Team.enCommunityServer 2007.1 SP2 (Build: 31113.47)http://forums.method.me/cs/forums/thread/30074.aspxMon, 21 Dec 2015 16:28:33 GMT3393c1ec-311b-4812-96cb-ad8c611bba4f:30074Method_Loi0http://forums.method.me/cs/forums/thread/30074.aspxhttp://forums.method.me/cs/forums/commentrss.aspx?SectionID=30&PostID=30074<p><span id="mce_0_start" style="overflow:hidden;">Hey Mahlon,</span></p> <p>That is correct with the text box.&nbsp;</p> <p>-- Loi</p>http://forums.method.me/cs/forums/thread/29969.aspxFri, 11 Dec 2015 16:39:41 GMT3393c1ec-311b-4812-96cb-ad8c611bba4f:29969mahlonf0http://forums.method.me/cs/forums/thread/29969.aspxhttp://forums.method.me/cs/forums/commentrss.aspx?SectionID=30&PostID=29969<p><span id="mce_0_start" style="overflow:hidden;">OK, makes sense. <span id="mce_1_start" style="overflow:hidden;"><span id="mce_2_start" style="overflow:hidden;">It&#39;s another way to work.</span></span></span></p> <p><span id="mce_0_start" style="overflow:hidden;">My clients always keep the next step on the followup<span id="mce_8_start" style="overflow:hidden;"></span> activity. We customized to let them update comments when scheduling a followup. That way from the activity list they can see exactly what needs to be done to keep <span id="mce_6_start" style="overflow:hidden;">things&nbsp;</span>m<span id="mce_5_start" style="overflow:hidden;"></span>oving&nbsp;forward<span id="mce_7_start" style="overflow:hidden;">.</span></span></p> <p><span id="mce_0_start" style="overflow:hidden;"><span id="mce_7_start" style="overflow:hidden;"></span></span>So basically it&#39;s just a text box that is not updating from anywhere else, right?</p>http://forums.method.me/cs/forums/thread/29967.aspxFri, 11 Dec 2015 16:10:20 GMT3393c1ec-311b-4812-96cb-ad8c611bba4f:29967Method_Loi0http://forums.method.me/cs/forums/thread/29967.aspxhttp://forums.method.me/cs/forums/commentrss.aspx?SectionID=30&PostID=29967<p><span style="overflow:hidden;"><span style="overflow:hidden;">H</span></span><span id="mce_2_start" style="overflow:hidden;"></span>ey Mahlon,</p> <p>The next step field is standard field in most CRMs to provide a quick way for a sales manager to see the next step to close this deal. Very much a sales focused feature to keep the sales team constantly asking the next thing they need to do to close this opportunity.<span id="mce_3_start" style="overflow:hidden;"> Activities is more for externally communicating with customers and the next step<span id="mce_4_start" style="overflow:hidden;">/opportunities</span> is more internally used.<span id="mce_5_start" style="overflow:hidden;"></span></span></p> <p>-- Loi</p> <p><span id="mce_0_start" style="overflow:hidden;"><span id="mce_1_start" style="overflow:hidden;"></span></span></p>http://forums.method.me/cs/forums/thread/29951.aspxThu, 10 Dec 2015 14:02:41 GMT3393c1ec-311b-4812-96cb-ad8c611bba4f:29951mahlonf0http://forums.method.me/cs/forums/thread/29951.aspxhttp://forums.method.me/cs/forums/commentrss.aspx?SectionID=30&PostID=29951<p><span style="overflow:hidden;"><span id="mce_2_start" style="overflow:hidden;"></span><span id="mce_1_start" style="overflow:hidden;"></span></span>What is the purpose of the next step field on an opportunity?<span id="mce_2_end" style="overflow:hidden;"></span></p> <p><span style="overflow:hidden;"></span></p> <p>Wouldn&#39;t&nbsp;activities determine the next step?</p> <p><span id="mce_0_start" style="overflow:hidden;"></span></p>