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I created a special tab for one of my vendors and set them up with a portal to see just that one tab. That tab contains a simple grid. When I log in to the portal I can see the grid beautifully. However, the tab is blank within my Method site. The grid won't load/show.
Thoughts?
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John-
What you described should be possible. Could it be the same issue as THIS forum post that you previously posted?
-Michael
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Greetings,
New Method CRM>Field Services>Activities.
If i create work order in field services, i dont see that work order in activities list. I wanted to create a work order from my mobile then come to my laptop where i create a case and link that work order to it. Is that possible?
Thanks
John M
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Woodweld-
For this what you could do is add a FileAttachment Field to the ActivityPriority table which will allow you to attach an image to each priority type (You will have to modify the ActivityPriority screen to make use of this new field) and then add this new fields as a linked field to the Activity table. Once it has been added if you ...
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That was easy. Thank You.
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I saw that on two invoices I created this morning. Looks like it works great. Thanks Michael.
~Shawn
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Shawn-
This should no longer be an issue. Previously QuickBooks did not allow third-party software to send the address info but now they do so we were able to address this.
-Michael
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Lawrence-
An Activity and a Task are the same thing, expect when you click New Task it sets up some defaults one being an Activity type of To-do. This blog entry found HERE should help you setup reminders.
-Michael
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mlepitt-
This issue should now be resolved.
-Michael
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Woodweld-
If you click on the Due On column header it will temporarly change the sorting of the column. To change the defaults you would have to make a copy of the screen (CRM_ActivitiesList) and edit the grid. Once you edit the grid you can set the default filter view and change the default sort order.
-Michael