Method Community

The picture Dawn sent is posted below. If I understand correctly Dawn, you basically want a field similar to the Related to Campaign field on your screenshot, but for Opportunities and Cases on all activity screens? The screenshot you sent me looks like the Google Gadget and unfortunately at this time the Google Gadget cannot be ...

Miles, I've created a case for you and responded there. - Adam

Hi Ben, Try regenerating the Entity, Customer, and Opportunity tables. To regenerate a table go to Customize > Tables/Fields > click the name of the appropriate table, i.e. Entity > then click Finished Editing Fields. Before doing this, make sure no one is editing any tables or screens in your account. Another suggestion would be to ...

Hi James, It doesn't sound like you missed a step.  Are you sure the sync went through?  I tried the steps again and it worked on my end.  Try syncing again and look at the sync engine to make sure the sync went through by checking the Quickbooks tab > Synconize tab link and look the date and time of the last sync. ...

Adam, The fix did not seem to work for us.  Quoting from my colleague, Jean, who works on the QB side... [quote user="jsenick"] I have unchecked the "print items in group" option on QB, did a full sync, re-tested and still no detail. So then I checked "print items in group", did a full sync, re-tested ...

Thank you - That part is easy to figure out, but not what I was trying to ask about.   Still new to Method speak and the best way to post - so thank you for your patience.  I sent you a picture of what we are trying to do.  I could not get it to paste in the forum - perhaps you could add that if pertinent. Thank you ...

OurCreativeTeam,  Yes this can be done in the stock Method CRM screens. To relate an existing activity to a case or an opportunity, go to Activities>Activities List and click Go To... on the activity you would like to edit. Make sure you are in the Recent History tab, and you will see to the right of the screen the ...

I customized the "new opportunity" screen and everything appears to be working fine.  However, I keep getting this message when I save all the information: The Customer Name DropDown containing , is not a selectable value.   Additional Information Action Sequence Order:140 When I enter a new opportunity, everything seems to ...

Hi Shaun, I was able to test this out, but I didn't get any errors. Can you try again?  Also, make a copy of the invoice screen you are working on and try again.  I was unable to re-create this on your account.   - Adam

Can you add opportunities/cases/ to the ACTIVITIES screens? We want to assign the majority of activiites to one of the following:  Case or Opportunities