Method Community

Scott, Could you enable the MethodSupport user on your account, and also email me your Method account name along with the activities at issue?   To enable the MethodSupport user, go to Customize > Users and make sure the checkbox is checked next to the MethodSupport user.  I'd like to take a look and see what's ...

Thanks again Adam, No they were not altered individually. And every series I have tried has done this. So I am at a bit of a loss on why to do:(

Let say I have six appointments today, at the end of the day, when i get back to the office, can I complete all at once?  Or must i do them individually?

Hi Marcelo, You can edit an Activity Series but not random activities that aren't in the same series. In what situation would you complete multiple activities at once using the calendar? - Ashur

Scott, Were the occurrences updated individually in any way?  Even if the occurrence is opened and saved without any changes, this will break its connection to the series.  This is marked in a field in the Activity table called IsChangedOccurrence.  A good way to check would be to export the Activity table and include the ...

Is it possible when reviewing activity calendar, to complete multiple activities at once?

Hi Mike, This is a pretty involved customization. I strongly recommend you speak with a Consultant in more detail regarding this as it goes outside the scope of the forums. On a high level something like this can be done, but when it comes to the details of how, it requires the involvement of a Consultant as they may have a better solution for ...

Thanks Adam! I am sorry,misunderstood. I tried what you said and I am able to reassign the series, however, the occurrences do not reassign and still show up as assigned to the original person. Also, when I delete a series, the series is deleted but the occurrences are still there. 

Scott, Sorry, I meant that for installing Field Services you'll need to have a Pro account.  You can reassign or delete the recurring activities from our stock activity screen.  Just be sure to show the series by using the Filter By View to select "Shared Series" or "My Series".  Then click Go To.. ...

So there is no other way to reassign tasks or delete them Without a pro account? That seems a bit strange to me...