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Hi Bigshotpromos,
I'm not sure what you mean by renaming the activities as tasks as work orders is just a type of activity. I would recommend that you create a new type of activity called tasks that you can use for your purposes. The WorkOrderList is filtered to only show work order activity types. What you can do is add a new filter for ...
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The default New Activity for an Opportunity does not seem to respect the default activity that is selected in Activity Preferences. Is this by design?
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Do you have an ETA on when we can rearrange apps on the dashboard? Working on a new customization, and the ordering of the apps is not what I want for workflow training for the client.
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What is the purpose of the next step field on an opportunity?
Wouldn't activities determine the next step?
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I've had some complaint about the rows in a dropdown field being too high. Clients would prefer less height and be able to see more options without needing to click the down arrow.
Here is a screenshot for an example
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I used Scheduling and Invoicing as well. I decided to spend the time to build a custom app myself. It's not too difficult, the work orders are just Activities (filter them by type - work order).
This actually worked to my benefit, as there were many things in the old work order screens that I didn't use. My new screens are (or will ...
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Hey Rick,
Can you clarify where you are trying to limit these items? Are you trying to limit them from appearing in the item list when you add items to a sales order? If so, you are able to customize the item drop down filter to hide items by item name, item type or any other field name in the items table. Item type would be ideal if all of ...
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I have downloaded the Report Designer for Method CRM, however I was having a hard time figuring out how to run a report I would like. I want to see what customers of mine have ordered more than one time (repeat customers) Is this possible?
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I know how to build the selection list. My question is once the selection list is built, how do you loop through the values in the selection list one by one and do "some action" on each of the items.
--Aaron
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