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Hi Mark,
This should now be resolved. :) Let me know if that is not the case.
-Michael
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The following indicates which accounting application(s) the release note(s) apply to.
QBD = QuickBooks Desktop
QBO = QuickBooks Online
Edit Opportunity
New - the “Activity Contact” and “Follow-up Contact” dropdown lists located under the New / Edit Activity tab have been updated to only show contacts that ...
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VLocke-
This issue should now be resolved. Let me know if that is not the case.
-Michael
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Hi James-
The issue that you described in this post should no longer happen, let us know if that is not the case.
-Michael
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Jorge-
This feature only works with the New CRM screens, and is built into the Grid and Drop down filters. You could install the new CRM and reverse engineer the filters on the new screens and apply them to the old screens.
-MIchael
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pdirect-
This should now be resolved.
-Michael
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Danny, You're most welcome. With such good follow up on issues from Michael and the rest of the Method team, I always feel rewarded for any time spent characterizing a problem.
I agree, it is impossible to test every situation, particularly in the lab. I'd much rather have this kind of response and the improvements that ...
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Hi Michael,
We're not using the New CRM and yes we're using customized screens (copy of original, translated to brazilian portuguese).
Jorge.
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Hi Jorge,
Just to confirm have you updated to the New CRM and are you using customized screens or orginal screens?
-MIchael
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We had been using Method around 2 years, until now our sales staff share oportunities between themselves, I mean sales-user1 can see/modify records from sales-user2. Right now due to a strategic changes in sales process we want to protect oportunities for each salesman, each one will be able to see/modify their own oportunities records. And we ...