-
Michael-
Can you enable MethodSupport and email me the account name? Also what options you are selecting or filling out when trying to run the report?
-Michael
-
Michael-
You can change this by clicking on the ... next to the Actiivty Type drop down found in the new Activity CRM Screens(Activity > New Activity). You will see that there is a new option for Show on Calendar? check this for the Activity Types you want displayed on the calendar.
-Michael
-
Hi John,
You didn't break anything its something we actually changed but are going to change it again hopefully by later today or tomorrow. You can read more about it HERE make sure to pay special attention to the comments. You may also want to subsribe to the RSS feed for our Realse Notes blog to keep up-to-date on Method updates(You ...
-
s.white-
I am glad to hear that it is working now.
-Michael
-
m.mehr,
Thanks for updating me with this info. I will use what you mentioned to better test this issue on my end.
-Michael
-
KatesRealFood,
If its a drop down we created you should see a ... or an <Add New> option in the drop down. For drop downs you create it should automatically create a screen for you where you can add/edit values. The screen is usually the same name as the drop down field you create.
-Michael
-
m.mehr,
Try undeleting the conflict. I will try to duplicate this issue on my end.
-Michael
-
KatesRealFood-
Its actually not possible to edit/add values for LeadStatus, this is mainly due to the fact that we automatically update LeadStatus when converting a lead to a customer.
-Michael
-
m.mehr,
This is most likely related to linking a sales order line to an invoice. Did you happen to create an invoice for a sales order that was deleted?
-Michael
-
s.white,
What type of field is it in QuickBooks? Have you tried a full sync? Do you have any other custom fields from QB? Do they sync?
-Michael