Method Community

In attempting to update my SalesRep table, I kept getting the message that I can't update the field that (RepID) that I'm trying to use as a key field. In trying various combinations, it appears that I managed to process an update without checking the "update records" option - as a consequence, I now have 2x the original records, ...

lpierpont- When you select a contact from the Contact drop down there are actions that populate the Contact Name, Phone and Email. You can apply a similar concept with an Entity drop down but it may not be an easy task since everything is linked to contacts in Method, also since one entity could potentially have multiple contacts when you select ...

Thanks for the quick reply Michael.  I'll try your suggestions. Rolf  

Bryan - A couple things I want to stress first. 1) Every update we do has optimizations in it.  These happen every couple of weeks, and target areas we identify as needing work. 2) The current performance update that we are working on targets grid loading, filtering and refreshing.   It just so happens that this update has had the ...

lpierpont- I just created a copy of the CRM_ActivitiesList screen and on Step 5 of 9 when editing the grid I set it to 'Editing takes place directly in the grid' and I was able to make changes right in the grid. To apply a change you should see an update button at the bottom right of the grid. Did you make any other changes to the ...

lpierport- I have been able to duplicate this issue. I will create a ticket for this and update this forum post when it is resolved or when I have additional info. -Michael

Paul, this is a blessing!! We have been anticipating this for a long time! I hope what you are syaing is true! (1/4 of the speed). My only concern is we have alot of customization (with alot of actions) and I am wondering if the slow speed I am seeing is becasue of my customization, not Method. Some screen loads go through 75 actions, will I ...

How do I get the New Activity screen to show me a drop down of customer company names (i.e. the list name in QuickBooks) rather than the contact's name?  I added a drop down box for Entity but then the contact info doesn't fill in below. 

On the Activities List, in the grid, i have set it up to allow editing directly in the grid.  But I can't edit the comments area and I don't see how to save it once I have edited it. 

When I create an Activity that is marked as an All Day activity, it shows up on the calendar on 2 consecutive days.  I want it to show only on the one day.  For instance, all day activity created for Nov 23, shows up on Nov 22 and Nov 23.