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[quote user="bcr_garrett"]should I expect this functionality in the future?[/quote]
There is no timetable for adding this feature at the moment but I will ask the team and follow up here.
~C
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It's not a custom screen ... but I already detailed how to reproduce so I'm not sure what else you might want me to add.
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[quote user="pdirect"]When we win an opportunity and update this to convert the lead to a customer, we receive the following error:[/quote]
I just put through a test on my own account and I could not trigger this error. Are you working off a custom screen? Can you reproduce this error with our stock screens? ...
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When we win an opportunity and update this to convert the lead to a customer, we receive the following error:
Field is lead status only, cannot be updated in table. Action Sequence Order: 138
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Ran into this situation as well - needing to apply a Credit to an Invoice from Method...should I expect this functionality in the future?
Garrett
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@Rolf
Please be advised that the resolution for this issue is currently in our "June" Version on our Stage site (look at the option at the bottom when you sign into Method) .
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[quote user="Bridal Association"]I need to create a custome field for text in the activity window...[/quote]
First up, welcome to Method!
To add a custom field to the Activity screen you'll first need to add this field to the Activity table.
Click Customize > Tables / Fields and click the Activity table.
Type in your ...
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@Rolf
The solution has been done and will be included in an upcoming update.
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@Rolf
Just a note that the issue has been resolved and will be in an upcoming update.
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"June" version now available
The following updates are now available on the staging site. You can access the June version by clicking "Switch to the June version" when you sign into Method.
Note: the "May" version never made it live, as we held it back in order to make improvements to the new health-check ...