Method Community

Why isnt the title field available in the new lead screen. It is available in the new opportunity and new contact. I cant add it to a table to have it available. Please let me know if there is a way to add because now in order to the title for a lead info has to be enetered then we have to go to edit lead then edit customer which is very time ...

A particular user gets the following message when selecting a customer and going to the Edit Customer environment for that particular customer: "Error Action Sequence Order: ERROR. There was an unspecified error loading the report. Please check your Generate Report action to ensure all filters are set up properly, and that the report ...

Great, glad you found it. Hopefully this is fixable, otherwise portal users will login to my online applications I am creating and not see their opportunity. thanks for the help!

Hi, When you view Activities on the Google Calendar, the label is first showing the Activity Type, i.e., ("To Do" or "Work Order") and it's not descriptive enough when viewing many entries at once. Is there a way to control this and maybe show a Job Name (for Work Orders) and maybe a Description (for To Do's)? ...

Hi Ben B and andy, I now see what you're referring to. My web-to-lead activities and opportunities are not actually assigned to the Contact. However, when you view the Customer/Lead record and look at the Opportunities tab section, it displays the Opportunity record and the name displayed is actually pulling from the ContactName field from ...

Great! I'm glad to help.  Jason

Sam, thanks for the information. I'll test those options.

Jason, This will work for what we need by just adding a new line to move stuff around. Its not perfect but very workable. Thank you for all the help.

Okay, I've been screwing around trying to find some way to acquire the Sales Order # associated with an invoice line item. In Quickbooks, it's clearly obvious and included as a field on every invoice that is produced from a sales order. In the QB Database, it's even more obvious, and also included in the InvoiceLine table ...

 I did actually have contactname set but it still didn't work. I had played around with it a bunch adding and removing things so that's why you don't see it now.  I went in to the opportunity once it was created and saw the contactname appear and disappear and when looking in action steps saw it was because the contacts ...