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Ok Thx! This information helps!
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Not sure why, but I just now saw this reply. Sorry.
Yeah, I knew from the beginning I would have to customize Activity (for Work Order data) and open it up to multiple assignees somehow. Your idea of creating one Work Order for each assignee seems like it could work.
It's ugly and a total hack, but I was thinking of creating a ...
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For those following this thread. The Google Calendar Sync is now available on the September version:
http://www.methodintegration.com/method/kb.aspx?folder=methodcrm&article=How-Google-Calendar-sync-works&id=214
Paul
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@MrDigitronic - the September version is now available.
Here's the help center article on the Google Calendar:
http://www.methodintegration.com/method/kb.aspx?folder=methodcrm&article=How-Google-Calendar-sync-works&id=214
Paul
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Hi Marybeth!
[quote user="Marybeth Murphy"]I'm trying to play with conversions of leads into customers, and it seems that it can only be done via opportunities.[/quote]
There are a few ways to convert leads into customers, closing your opportunities is one but you can also convert a lead right from the edit lead page. If ...
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"September" version will be available later today
The following updates are now available on the staging site. You can access the September version by clicking "Switch to the September Version" when you sign into Method.
Google Calendar sync is here! - Method now syncs nicely with Google Calendar. Your Method ...
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I'm back! I'm trying to play with conversions of leads into customers, and it seems that it can only be done via opportunities. What I want to know is, what is an opportunity used for? It seems more specific than campaigns and specific to a particular lead/customer. Are opportunities to be used as a series of contact to make one particular ...
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(claps from our Dev team for using Linq)
Paul
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Dave
Thanks for your reply. We've found it easier to use LINQ to xml instead ado dataset. As such we can easily dig out the attributes. We can take the approach you've suggested, It'll just take a couple of extra lines code.