Method Community

Nelson, The new Activity is method default ans has not been modified. The default activity status of Not Started is not setting. I belive it used to and is not anymore. We have not modified the status list however we have added some activity types. Users have modified the CRM preferences under My CRM Preferences screen and have set both a default ...

Hey jwarren, Sorry to hear your experiencing a problem. In order to troubleshoot it better I am going to need to know a bit more information: 1. Has the New Activity screen been customized at all? By default Method populated the Activity Type with Other and ActivityStatus with Not Started. 2. Have you customized the list of ...

Hi Nelson, This is happening with google chrome on multiple computers.  No updates have been done recently. Rolf

Hi there,       I have added EntityCreatedDate field into a grid on LeadList screen. Now I want to add it on edit lead screen, but I dont have that field in list of available fields on the left hand side. How could I do this?

Glad you were able to resolve it! Cheers, Nelson

   I've solved this. You can ignore/delete my post. Issue was that I've created custom field Notes and mixed it up with Note field. Sorry about this one.

Hello Support, Even though our users have the Defaut Activity Type and Status set the Status does not set properly in a new activity form. It does seem the activity type is set but the status is not. Please check the activity screen for populating default activty values. Thank You.

Hi Scott, First of all, thank you for the positive feedback, we appreciate the kind words. In regards to your last post, no matter how many times you recreate the ListBuilder list, this will not affect your original Campaign.  Essentially the LisbBuilder feature is populating a table that you will be working with through the 5 ...

Hi there,    I have created a new custom screen based on contacts table. I want it to show Leads with fields: -Company Name -Full name - Notes    I understand that in order to show leads only I need to include IsLeadOnly field and filter by it. I also want to filter the grid to show only entries where note is not ...

Hey Rolf, Sorry to hear that your workflow has been impeded. I've tested opening multiple reports at the same time with Mozilla Firefox and Google Chrome and have been successful. When using Internet Explorer on the other hand, I have been able to replicate an issue which sounds very similar to what you are experiencing. In order to ...