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Ramesh- Did what Method_Val suggest not work? If so can you post or send me a screenshot of the result that you are getting?
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pdirect- If you haven't yet uninstalled the old CRM screens as a temp solution add the Customer List screen to the Customer tab.
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hi pdirect,
Danny answered this here in the comments but to make things easier his comment is below.
[quote user="Method_Danny"]
@pdirect - in terms of the "Advanced Search", it is still there but only when you add a new Activity. It is located in the (...) next to the Contact dropdown list. We've ...
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t.trudeau,
Those fields are used for tracking purposes and are currently not in any reports. I will add this as a suggestion!
-Michael
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Haiden,
I was able to duplicate this. Let me look into this and get back to you.
-Michael
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Hi s.white,
On the text change event for the lead source drop down, you can add some actions that will check to see if the value selected is 'Customer referral' and if it is show another drop down with customers. On the customer drop down on the text change event you can use the Enter value onto field on screen action to enter the ...
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Kevin- Your proposed plan should work. Let me know how it goes.
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pdirect-
Below is a screenshot of the Outlook plugin:
The activity types listed here are what get synced to Method and they correspond to the activity types set in Method.
This functionality has not changed in the new CRM, the only change is that based on the tab link you click the Activity Type is preset.
-Michael
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fayaustin,
The Method Calendar object currently does not work for mobile devices. Have you tried using the FieldServicesMOB_WorkOrders screen? It should list your Techs work orders, and it can be customized further to setup up additonal filters if needed.
-Michael
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Pdirect- What
we are trying to achieve is to minimize the amount of fields a user needs to
change/input when they create an activity based on its type. The Outlook
plugin's sync is based off Activity type and based on which tab link you click
it has a defaulted type.