Method Community

 La Crews, Just want to confirm if you are referring to recurring work order / activity? How to add the series, when are they updated, the difference between a one time work order/ activity vs. a recurring work order/ activity. Please feel free to add more details so we don't cover something else by mistake. We appreciate your feedback.

 Amanda,   That worked.  Did not realize there were a couple of duplicate records in the first table, which meant I could not set it as a unique field and add it as a drop down in the second table.    Thanks much!

 Thanks LaCrews, we'll take your suggestion into consideration :)

 Hi Jonp, Thanks for your feedback, we've already implemented it! If you take a look at our Webinar posts you'll see the time attached for yesterday's - Webinar 30. Keep the feedbacks coming.

Category:  CRM & Field Services Topic:  Recurring Activities A to Z Scenario:  Interacting with the insert grid.   Editing a series.  Editing a single activity in a series.  Deleting a single activity in a series.  The different symbols that show in the calendar view.  Etc.

 Hi Cindy, When you say you created a report, do you mean you used the Method Report designer to show you a list of Leads? If this is the case then it's working correctly, in that it is just showing you the Leads that matches the criteria. If you would like to create follow up activities, then you need to do customization to a ...

 Hi SavageJim, You need to create an association between the tables before you can use the 'Add a Linked Field' option. So for instance, you have Table A and Table B, you then have to figure out something unique that links the two tables. For example, you can add a dropdown field to Table A, 'Full Name' that contains ...

 Hello, We're looking into this and will get back to you as soon as we get some update.

I created a custom tab so that our bookkeepers can update their activites for their customers.  The tab links I used are the Customer List and Activity tables.  I am now trying to hide any information where the user name and assigned to are not the same.  My issue is that I cannot find either of these fields so I can ...

Hi, I created a report based on the Opportunity table to create a followup process for our "Lead Only" contacts.  I limited the information to only those Lead Only records dated 1/1/10 and later.  When I run the report, it will update with all new leads, but will not update current activities of ...