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The Activity Calendar really needs a Day of Week.
Just implemented a system for a client and the secretary is complaining!
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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 ...
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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
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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.
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Hey Mahlon,
I was able to replicate this error, I have created a ticket for our development team. I'll keep you posted here.
-- Mortaza
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Ok, I'll post back when I find it again
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The following updates are now live for users of Method:Classic.
Fixed issue where the DropDown_RecordID field displayed zero when the DropDown field is blank (Ticket AS-1183)
Fixed issue that caused the credit card processing action to error when submitting a payment via PayPal Account (Ticket AS-1255)
Cheers
Jon
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Hey Mahlon,
This may have been an odd case, as I'm having trouble replicating.
I followed the same steps, Button pointing to Another Set > Renaming button > Save > and the Action was still pointing to the correct Action Set.
-- Mortaza
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Hey Mahlon,
I have created a ticket for our development team to take a look, I'll keep you posted here.
-- Mortaza
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Hey Cameron
There isn't a filter for Opportunity by Campaign. You can however customize the screen to add that yourself. You can take a look at the filters in place and use those as a guide to create yours. The actions for filtering are found on the Generate Report button. The field you'll want to filter for is ...
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