Method Community

[quote user="SMFletcher91"]Somehow, I've had my leads duplicate this "requested catalog" activity[/quote] The only thing I can think of here is that you might be setting a follow up on those requested catalog activities.  Is this a custom page?  Maybe there's an additional process which is adding that ...

I am seeing both of my "phone call outgoing" activities, and I know that's how that's supposed to be, and that's how I want it.  I have also created a new activity "Requested Catalog".  I don't add any additional information to this activity, it's just for me to see once I open their account. ...

[quote user="SMFletcher91"]Why?[/quote] There should be 2 activities, one for your call outgoing and one for your follow up.  One should be listed as completed and the other one should be not started since this will be your followup activity for 1 week out.   Are you seeing more than 2? ~C

If you're getting multiple pages per report the problem might be with the spacing on the detail band or the table you've linked it to.  I'm afraid I don't know the designer well enough to help on the second part of your question but I can link you to the DevX forums. I find making multiple save points is extremely ...

[quote user="micheleh"]Do you have any suggestions on where I might start?[/quote] Start with a workflow on paper, define what Method does for you currently and where you'll need extra screens.  Build up a database schema to cover the missing parts in your process then set to building.  I've really simplified this ...

Glad we could help! ~C

[quote user="AutumnW"]The customized invoice screen that I'm using was copied from a QB screen[/quote] This may cause more problems than you want - our screens are built specifically for QBD or QBO.  If you coppied a screen from QBD and try to use it on QBO you're going to get unpredictable results.  Is there any ...

I am, for this forum's sake, a telemarketer for my company.  I log all calls I make to our clients, and on some, I schedule follow-up calls.  Now when I schedule these follow-ups, I simply click the "Schedule a follow-up" button and set it for a future date.  Now, when I go back to my calander, I see my scheduled ...

I have a programming background and feel confident I could figure it out but I am hoping for a little direction to get me started. Do you have any suggestions on where I might start? Michele

Thank you for your time and advice; this will help tremendously with sorting out our leads and customers!