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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 ...

But many times there is a BIG difference between what an application developer is trying to do and how the user experiences it.  I still don't understand how the different tabs sync to Outlook and will need a thorough explanation on that.

fayaustin, The Method Calendar object currently does not work for mobile devices. Have you tried using the FieldServicesMOB_WorkOrders screen? It should list your Techs work orders, and it can be customized further to setup up additonal filters if needed. -Michael

Oh, I see.  I didn’t notice the ellipses.

Pdirect- What we are trying to achieve is to minimize the amount of fields a user needs to change/input when they create an activity based on its type. The Outlook plugin's sync is based off Activity type and based on which tab link you click it has a defaulted type.