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Hey,
In that case, there is definitely an issue worth investigating.
When you get a chance please give us a call on the Method support line at 1.888.925.6238 x 2 and we'll take a further look with you over a screen share.
- Mortaza
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Hi Mortaza,
Thank you!! Works perfectly and yes I threw in a Message of "Are you sure you want to delete multiple activites" And a Conditional Warning of Stopping the process if I was trying to delete anything that contains a status other than "Cancelled". Thanks so much for your help!
With Gratitude for ...
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Its happens to me about every other time i login, and same with other users.
Thanks
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Hey,
It does relate to the weekend move. It should only happen to your Users once. After that every time they login it should go straight into the account.
Is it happening to your Users every single time they login?
- Mortaza
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Hey Lisa,
We will need to start by customizing the NewActivity screen.
Once in the Screen Designer for that screen click on Edit for <b>Status</b>
On step 2 of 6:
The condition is checking if they chose Completed from the list:
And the Enter Value into Field on Screen looks like:
In layman's term: 'Did User choose ...
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Hello again method,
This whole week when people log in, it says that Method is updating screens. It updates anywhere from 7-40 screens when someone logs in. However these screens have not been modified/newly published in about 2 weeks. I was wondering if there way a way to stop this.
Thanks
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Thanks mortaza! I sent them an email.
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Hey Robert,
If you look at the stock Estimate screen under More Actions you will see listed 'Create Sales Order'
You can reverse-engineer the Action Set for that button and use its actions (modified) to create a Copy Sales Order button for your Sales Order screen.
Let me know if you run into any difficulties and we can dive deeper.
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Hello,
I'd like to customize Activities in this manner because we often forget to change the due date to today's date when completing an item that is past due.
Can you provide direction to make this change on that screen?
Many thanks, Lisa