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Glad to have helped! Yes there is a possibility of it being added soon, I've received word from the dev team that it has been recently made available in the SDK so it's just a matter of when we will be able to get to adding it on our ever expanding list of things to do. I'll update this post once I receive an update
- Ashur
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This isn't something available out of the box as Method isn't a ticketing system, it's core function is a CRM. You can create cases for each contact which you can then add activities to but you would have to make one for each customer. If you would like we can put in a case with our Consulting team to get in touch with you when they ...
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The stock screens will be the same on both your account as well as my own. The screenshot I included is not of the CRM_CaseList screen, it's the bottom right portion of the CRM_NewActivity screen. I just took a screenshot of that one part of the screen to illustrate how to relate Activities to Cases.
- Ashur
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Hi Ben,
Ensure that your section actually has an object/field in it. You should then be able to move it up above the buttons section. If you already have objects/fields in it then try moving the other section down.
- Ashur
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Create yourself as a test customer in Method then create a test invoice for your customer. Register on the portal then login and attempt the payment with dummy AMEX info. Send me an email advising when you will be available for a screen sharing session, as well as the best number to reach you on.
- Ashur
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Yes that's correct, if you ever want to detach the relation between an activity and a case then you would use that button. The cases grid is right above the Relate to Case # field. It shows the list of cases available based on the filter you're using.
- Ashur
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Hi HelloGirl,
The dropdown arrow doesn't actually do anything, however the '...' button next to it clears out the Relate to Case # field, and those two buttons are built along side eachother so if we want to use the '...' button then we need to show the dropdown arrow as well. In order to relate a case you just need to ...
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Jerry,
Follow the same steps listed above but this time for the Button Click event. That should get it working for you.
- Ashur
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1) Edit your New Lead screen, find the Lead Source field and edit that as well.
2) Go to Step 2 and select the Add New event.
3) Then edit the first action and change the screen it points to.
If you're still having trouble getting there or understanding what you need to do then I strongly suggest you watch ...
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Jerry,
From the screenshots you sent me, it looks like all you need to do is edit the Lead Source field on your New Lead screen, then edit the first action in the Add New event, and select the correct screen to point to.
- Ashur
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