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Michael – can you give this a try and let me know how it goes.
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Hi Robin,
Can you enable the MethodSupport user by going to Customize > Users and email me your account name and I will login and take a look.
-Michael
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I'm having a problem with the new CRM. When trying to switch from the Full Blown to CRM QB Pro version, the second step is customizing the app. When I try to click on tab goups, I get the following error message:
"The screen you are tryig to load cannot be found. You ay have to refresh the tab links. If you ...
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pdirect - this issue should now be resolved. Thanks for bringing this to our attention.
Cheers,
Danny
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[quote user="pdirect"]It shows up in full in Chrome, but not IE9.[/quote]
Thanks for the heads up. We will look into this.
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[quote user="pdirect"]
That's great news, thanks! And for some reason the blog post you link to is cut off in the middle of it.
[/quote]
It shows up in full in Chrome, but not IE9.
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That's great news, thanks! And for some reason the blog post you link to is cut off in the middle of it.
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pdirect- Advanced search is now avalible! Click HERE for details on that and other changes we have made.
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Check out the most recent updates to Method CRM by clicking the link below.
http://www.methodintegration.com/cs/blogs/releasenotes/archive/2011/07/25/method-crm-updates-july-19-july-24-2011.aspx
Cheers,
Danny
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New Opportunity
When creating a new lead or a new customer from the New Opportunity screen, after clicking “Save” the radio button selection was not automatically switching to “Existing Customer” after saving.
New Case
When creating a new lead/customer/vendor and clicking “Save”, a conditional warning ...
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