Method Community

Michael- You can change this by clicking on the ... next to the Actiivty Type drop down found in the new Activity CRM Screens(Activity > New Activity). You will see that there is a new option for Show on Calendar? check this for the Activity Types you want displayed on the calendar. -Michael

Hi John, You didn't break anything its something we actually changed but are going to change it again hopefully by later today or tomorrow. You can read more about it HERE make sure to pay special attention to the comments. You may also want to subsribe to the RSS feed for our Realse Notes blog to keep up-to-date on Method updates(You ...

Geetings, New CRM> Opportunties> Edit Opportunites> New Activity> Activity type field. What happend to the work order freature? It was there last night. I did copy this form and made some a change to the Activity Status to Waiting for someone yesterday. When i started to use my new form today, the workorder feature was gone. I put ...

The Task and Activity Calendar screen on the old Sales Center Dashboard tab shows all my activities, regardless of type. The new Activities Calendar on the Activities tab appears to only be displaying phone calls. Where is the filter that is limiting the types of activities showing up on my calendar?

Just upgraded to new CRM Pro from Full Blown.  When running Lead Reports we get a 404 File or directory not found error.

s.white- I am glad to hear that it is working now. -Michael

Hi Michael - to close up this forum post, just know that there was no actual issue with the QB custom fields after all!  We had just changed our Method password, which caused the integration engine password to be reset.  I realized after your suggestion to do a full sync that NOTHING was syncing.  Thanks for your help.

m.mehr, Thanks for updating me with this info. I will use what you mentioned to better test this issue on my end. -Michael

I undeleted the conflict per your instructions, did a full sync and error returned.  I think the root of the problem is in the underlying sales order related to the budget/contract.  It appears that the quantity on order was not increased for the additional time recorded. I deleted the invoice from Method and the sales order appeared to ...

KatesRealFood, If its a drop down we created you should see a ... or an <Add New> option in the drop down. For drop downs you create it should automatically create a screen for you where you can add/edit values. The screen is usually the same name as the drop down field you create. -Michael