Method Community

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...

Hi Scott,  You are correct.  You'll need to switch to the Pro version of Method to add apps like Field Services.   - Adam

Scott, We'll definitely take this into consideration.  I know in the past we've done our best to eliminate any chance of Method creating conflicts.   - Adam

I currently am using Method CRM for Quickbooks Desktop. Do I need to switch to the PRO version to be able to do this? I can't find Work Orders List in our CRM and everything I have seen says it is under Field Services and when I try to add that app it says switch to PRO.