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so i noticed under leads, and customers even, the last activity field is not displaying correctly. So in leads, i pulled up a lead i had an email activity with on december 1st but on the dashboard "leads and contacts" list area under last or next activity it is both black but if you open her up as a lead then click the activity tab ...
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HI Michael,
My client is new to Method. They cannot find the report designer or the SalesDashboard. I was unsuccessful as well. Please advise.
Thanks,
Lee
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Lee-
The bar graph you see on the home dashboard is set to show a maximum of 8 users, you can changes this by using Method Report Designer, making a copy of SalesDashboard_OppByUser and editing the chart using the wizard change the Option under Series > Top N Options to be disabled.
-Michael
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In my method account nothing appears to happen before 1950. When I set a date before 1950 Method replaces the "19" with "20".
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Hello,
I am trying to create my home dashboard to show Pipeline information for ALL of my users on a single admin screen. Any clues?
Thanks,
Lee
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Thanks Michael. That did the trick!
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Shawn,
The way you have it setup is correct you may just want to replace Terms with ISNULL(Terms, '').
The step you are probably missing is adding Terms to the Activity table as a linked field from Entity
-Michael
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Blake-
I was 1 minute too late, but what you did is exactly right.
-Michael
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Thanks for that. I figured most of it out last night and just updated this post with my findings (about the same time you were typing up your response, it seems).
Thanks again...
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Greetings
This is what i found interesting about speed and using Method.
1. If I am on my laptop using a home wireless connection my average screen load speed is about 5-8 sec
2. If i am on my laptop using Verizion wireless connection my average screen load speed is about 3-6 sec
3. If i am on my laptop using a wired connection my average ...
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