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completing multiple activities

Last post 05-08-2013 8:35 AM by Method_Ashur. 3 replies.
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  • 05-07-2013 12:12 PM

    completing multiple activities

    Is it possible when reviewing activity calendar, to complete multiple activities at once?

  • 05-07-2013 1:07 PM In reply to

    Re: completing multiple activities

    Answer

    Hi Marcelo,

    You can edit an Activity Series but not random activities that aren't in the same series. In what situation would you complete multiple activities at once using the calendar?

    - Ashur

    Need more help? Ask us about Method consulting services

    Ashur Shamon
    Lead Solutions Specialist, Professional Services
    Method Integration Inc.
    www.method.me
    Toll Free: 1.888.925.6238
    Local and overseas: 416.847.0400
    Fax: 416.640.6027
    E-mail: a.shamon@method.me
  • 05-07-2013 2:07 PM In reply to

    Re: completing multiple activities

    Let say I have six appointments today, at the end of the day, when i get back to the office, can I complete all at once?  Or must i do them individually?

  • 05-08-2013 8:35 AM In reply to

    Re: completing multiple activities

    Answer

    You'll need to do them individually as each activity is unique and should have it's own set of details, e.g. Comments, Due On, Date Ending, whether or not it's related to any Cases or Opportunities, etc.

    - Ashur

    Need more help? Ask us about Method consulting services

    Ashur Shamon
    Lead Solutions Specialist, Professional Services
    Method Integration Inc.
    www.method.me
    Toll Free: 1.888.925.6238
    Local and overseas: 416.847.0400
    Fax: 416.640.6027
    E-mail: a.shamon@method.me
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