Method Community

Hi s.white, On the text change event for the lead source drop down, you can add some actions that will check to see if the value selected is 'Customer referral' and if it is show another drop down with customers. On the customer drop down on the text change event you can use the Enter value onto field on screen action to enter the ...

Kevin- Your proposed plan should work. Let me know how it goes.

Here is the related link I was referring to in my previous post.  This will fill in the activity # in the related activity dropdown for you automatically.

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 ...