Method Community

Val Works as expected now Mark

When you click on an existing time entry, the name field is cleared when the pop up opens.

Hi Val After setting up a budget/contract and associated activity,  I went to the activities tab and tried to select my existing activity.  I got this error msg. Could not run the 'Show Screen In Popup' command, as there was a problem locating the Screen 'ProService_Activities(4)'. This Screen may have been ...

Thanks Ryan - Glad the video is working.

Thanks Ryan - Glad the video is working.

Hi Ryan, My issue is a bit different.   Rather than trying to explain it here's a short video (3:02 min) demonstrating the issue. http://www.screencast.com/t/NWIzNTYy

Bug? CRM Edition On the Tab: Sales Center &  Tab Link: Activities When attempting to select a different contact for the activity by clicking on the Customer/Vendor 3 dot button, the Contact name, Contact phone, and Contact email is defaulting to the main contact.  If you use the same procedure for the add/edit ...

 Hi Amanda, Is there an optimal configuration for Method use?  Computer Speed, Amount of Ram,  Internet Speed Up and Down......

Scenario:  You’ve done a seminar called “Take QuickBooks into the Cloud”.   At this seminar you received an opportunity.   A sales manager at the seminar is excited about your product and wants his sales team to see a demo and provide customization input but they can’t do it all at one ...

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.