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The following indicates which accounting application(s) the release note(s) apply to.
QBD = QuickBooks Desktop
QBO = QuickBooks Online
Activity Type
New - a field called “App Specific?” has been added to the screen and indicates if the activity type is used by a specific Method app. By default, the activity type ...
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Thanks, I was looking all over for this screen
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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
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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
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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 ...
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Geetings,
New CRM> Opportunties> Edit Opportunites> New Activity> Activity type field. What happend to the work order freature? It was there last night.
I did copy this form and made some a change to the Activity Status to Waiting for someone yesterday.
When i started to use my new form today, the workorder feature was gone. I put ...
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The Task and Activity Calendar screen on the old Sales Center Dashboard tab shows all my activities, regardless of type.
The new Activities Calendar on the Activities tab appears to only be displaying phone calls.
Where is the filter that is limiting the types of activities showing up on my calendar?
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Just upgraded to new CRM Pro from Full Blown. When running Lead Reports we get a 404 File or directory not found error.
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s.white-
I am glad to hear that it is working now.
-Michael
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Hi Michael - to close up this forum post, just know that there was no actual issue with the QB custom fields after all! We had just changed our Method password, which caused the integration engine password to be reset. I realized after your suggestion to do a full sync that NOTHING was syncing. Thanks for your help.