Method Community

pdirect- Below is a screenshot of the Outlook plugin: The activity types listed here are what get synced to Method and they correspond to the activity types set in Method. This functionality has not changed in the new CRM, the only change is that based on the tab link you click the Activity Type is preset. -Michael

Danny, I didn't notice the relate link on the activity grid to the left. You're right, that's a much nicer way of doing things!

Matt, I think the best course of action right now is to make this read only.  I'll explain why. The related field represents the activity number that this activity is related to.  If the current activity was created through the schedule a follow-up checkbox, you wouldn't have to search for it using the dropdown.   In ...

I just noticed this as well. I was creating a new activity by logging a phone call. I wanted to link the new phone call activity to an existing activity such as an email or a work order. When I click the dropdown, all that is visible is the activity number and status. The comments would certainly be helpful in the list to know which activity I am ...

If I have the user setting on "allow permissions on selected existing tables" (with those for Outlook integration being the ones selected), then I still get the error about not having permissions on this table when I first try to add a contact to method, but if I hit the OK button on that message it then goes on to the screen where the ...

The way I would fix this is not by changing the activity number but by allowing us to give activities subject lines like you can in Outlook.  Then you could keep your default activity number which doesn't mean anything to us and instead we would see the activity subject (and customer) in the related activity dropdown field instead of the ...

  I can totally see where you're coming from on this.  When you schedule a follow-up activity using the “Schedule a follow-up" checkbox, the activity number for the current activity gets inserted into the related activity number field for the follow-up activity.  Therefore when you go and open that follow-up a week ...

I'm confused on the new "Related Activities" feature. When I click on the activity dropdown box to associate a related activity, all I see are a bunch of numbers.  There are no names that would allow me to make any sense of these numbers.  How in the world can a user be expected to memorize an aribtrary ...

How do I make a secondary dropdown appear based on the selection from a first dropdown? For example, I have added lead source to the additonal info section of the customer list tab link.  The lead source has a drop down of choices.  One of my choices in lead source is customer referral.  If I choose the ...

Michael, Just to follow up, for any other users reading this.  Another way to keep the same security across multiple portals is to create separate username and email address fields.  So if you want 3 separate portals for your users, you would ...