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Here are the updates for the Feb 23, 2011
Dashboard:
• Minor cosmetic updates to fonts and help notes on screen.
Budgets / Contracts:
• New Refresh button for the details grid.
• New reports available under 'Print...' for the details section.
• ...
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This issue should now be fixed. .
Alec- Thank you for the screenshots and information.
-Michael
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Mike,
The easiest option would be to edit the grid on the Vendor List screen and add the Vendor Type as a column to the grid. Once the column is added you can click on the column's header to sort it or use the column's filter to only display certain types.
-Michael
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pdirect,
Method considers an opportunity as closed if the stage has the word "closed" in it. The pie chart is currently filtered to only show opportunities with a stage that contains the word closed. You could customize the screen to change this but the easiest option may be to just change your wording to "Opportunity Won ...
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pdirect,
I will test this out and follow up in this thread.
-Michael
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Hi there
I'd like to be able to search/sort my Vendors by type.
For example - select Contractors - and see all the contractors listed in the vendor list.
Is this possible? If so, how.
Let me know.
Thanks
Mike
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I changed the default sales stage wording to "Opportunity Won" and "Opportunity Lost". So how does method determine if it's closed? By using the word "closed"? By using 100% or 0%? I would think there would be another way of doing this so we don't have to use the word ...
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Michael
Ok this was strange. AT&T said they were having issues and it turns out my logic in a few buttons were off. Well its fixed now and everything is working.
Thanks, John M
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matlow99,
Are you receiving an error message when you click Save & Email? If not what exactly is the sequence of events? Or is this issue with the email that is sent out when you click Save & Email?
-Michael
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One more thing I wanted to add. Are you using customized screens? If so try it with the standard screens.
-Michael