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Roles from the user table.   When I add/edit an Activity Status, I would like to be able to select which roles have access to that Activity Status.   On the same note, it would be nice to be able to make them specific to CRM or Field Service as many of the statuses I have for Work Orders are irrelevant to the other Activities. ...

I have a customization where I need to make the follow-up from activity number a drop-down on the Edit Activity screen so it can be selected when the person doing the scheduling has failed to link the activities. I want the field to display the activity record ID. But in the field columns, I want to display activity type and due date on to make ...

I am unable to add a Yes/No field to the Activity Table. I get this error.     I was able to successfully add a text field and a drop-down field. Seems to be isolated to yes no fields.

I'd like to raise this back up again. It would be nice if there could be a pop-up display when hovering over an activity in the calendar. If there are several time activities within the same one hour slot, it is difficult to see the details without clicking the activity and showing it in the edit activity screen.

Hey Darlene, I have informed your Account Manager, also attached all the details. They will reach out ASAP to take a further look with you. -- Mortaza

Hey Mahlon, I have put in the feature request with our development team. I'll keep you posted in any updates I receive. -- Mortaza

The Activity Calendar really needs a Day of Week. Just implemented a system for a client and the secretary is complaining!

Im still on my trial session and sure whether I'm going to stay with Method CRM! The free consult I got did not get my sales receipt to work the way he said would! The customers phone number disapeared! And when I go from Customer job/check #/ with tabbing I would have thought you would be go from check # to Pmt method/ also I explained in ...

Hey Mahlon, Thanks for the follow up, I was able to replicate the error this time around. I have created a ticket for our development team - I'll keep you posted here. -- Mortaza

Try this Create a Button called Save. Put Save Actions on this button. Create another button called Temp. Call Save from this button. Rename Save to Save & Back, then check the action on the Temp button.