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My company is looking into MethodCRM and I have a question about the Customer Portal and customization. Can the Customer Portal be turned into a help page where customers would have access to a knowledge base we create for our products? For example, Desk.com offers the ability to skin their portal to look like our website so customers can ...
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Hi Brittany,
I'm still looking into this for you. I'll post back here when I have some more information.
- Justin
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Hi Cameron,
Sorry for the late reply. There is an action in the Clear / New button (within the More Actions... button, listed as an Event) that sets the Activity Status dropdown to "Completed". This action set gets called on screen load, so this is why you're experiencing this issue.
Go ahead and change action 5 in this list ...
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Hi Brad,
Our Web-To-Lead forms can be customized. What type of information are you looking to collect?
- Justin
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Hello,
You need to use MethodAPIUpdateV2 to set IsLeadStatusOnly to false where the RecordID matches the lead you want to convert into a customer. Here’s some sample c# code that does this:
var MAPIsvc = new MethodAPIService.Service();
string ...
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There should be a Save action when you click on the contact from the Edit Activity window. If you've starting typing comments and you need to view the Contact for whatever reason you lose you work.
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According to the release notes for this week, this is supposed to be fixed.
I'm still having the issue... Is there a setting that needs to be changed somewhere?
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Need preference to set default working hours on Activity Calendar.
I'm aware that I can edit the object to change this, but that means I need to copy the screen to do it. Then I miss out on other updates pushed out on the calendar.
Long-term I think there should be an end user friendly way to do this without needing to do a ...
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Any idea if we can expect this?
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The second line on a calendar activity is half cut off... often making it unreadable. The font on the first line could be smaller to accommodate this.
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