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Michael – I will try to get a status update today.
As mentioned earlier I don’t believe this is something specific to actions in the Pro Services app and therefore we need to have the development team look into this.
If you must create an invoice, I you can still go to QB and convert the Sales Order to an Invoice from as ...
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Hi Val,
Any updates on this? Am I the only Method user that invoices fractions (1/2, 1/4) of hours?
Thanks!
Michael
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Haiden,
I was able to duplicate this. Let me look into this and get back to you.
-Michael
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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 ...
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Kevin- Your proposed plan should work. Let me know how it goes.
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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.
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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
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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!
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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 ...
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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 ...