Method Community

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

Woodweld- It is possible to displays both the Activities and Opportunities on the same screen and make that screen the first screen that a user sees when they login. You would basically be putting 2 grids on the screen, one for Activities and one for Opportunities. You can customize what is displayed on the calendar if you make a copy ...

 Thank you! 

ethanspa- When you create/edit a web form and you go to step 8 of 9, in the Table - Field column do you see Customer - IsLeadStatusOnly, if you do is the Default Value True? This setting is what ensures that customers are only getting entered as leads and should be correctly setup by default unless changed. -Michael

What is the difference between an Activity and a Task? Also, for either an activity or a task, how do I send myself an email reminder, and how do I set when I want to get the reminder.    

Is there a way to put color on you activities list, I would like to show high priority activities with maybe a red star,circle, or explanation point.

Can I change the order of the Activities list to show dated items from oldest on top of list to newest on top of list? And can I change the default tab to all activities instead of activities due on today or before today?

I just recently set up a integration web form on our website – it is the one that method provides the html coding for. I did notice when I did a test run that a customer was automatically created in QuickBooks as well as an opportunity in method. Im sure its either a setting in method or a line of code in the html that needs to be ...

Michael, Works great. Double checked on the mobile side and its working. Thanks! Oh I am now accepting CC's from Intuit.  Everything is working great. No install issues.  Thanks    

Great thank you! I just wanted to make sure before I started working with it that it would work with the online version.