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The home page does not seems to reflect true activity status

Last post 12-31-2012 2:44 PM by Method_Adam. 3 replies.
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  • 12-31-2012 2:02 PM

    • tom
    • Top 500 Contributor
    • Joined on 11-20-2012
    • Posts 19

    The home page does not seems to reflect true activity status

    For one of my users, Dashboard will report 23 incomplete activities. If you refresh the count nothing happens. If you click on the link to see these activities, nothing displays. If you go to all occurrences, you find that all!! activities show as complete. Not sure what to do here.

    Please advice, this is only happening to one user at this time.

    tom

  • 12-31-2012 2:26 PM In reply to

    Re: The home page does not seems to reflect true activity status

    Tom,

    Is this in the CRM of Method, or an integrated app like Field Services?  Also, if you could let me know the type of activity (if there's a common one)?

    - Adam

    Adam Lyons
    Manager of Support
    Method Integration
    a.lyons@method.me
  • 12-31-2012 2:43 PM In reply to

    • tom
    • Top 500 Contributor
    • Joined on 11-20-2012
    • Posts 19

    Re: The home page does not seems to reflect true activity status

    It is crm, there appears to be no connections in the activites.

    When you click the link to view the activities that are incomplete, you get the next screen with an empty grid.

    When I do this for my own incomplete activites, the incomplete activites are listed. It seems the refresh count link on the user home page is not working.

    This is a strange case because no other user has that problem.

  • 12-31-2012 2:44 PM In reply to

    Re: The home page does not seems to reflect true activity status

    Answer

    Tom,

    To add to the above.  Can you look and see whether the activities are occurences or part of a series (recurring) and toggle the filter by view on the grid between the two?  The total activities on the dashboard include both occurrences and series in the total.  The user may only have one or the other that are incomplete.

    - Adam 

    Adam Lyons
    Manager of Support
    Method Integration
    a.lyons@method.me
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