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Upgrade Doesn't Work

Last post 07-19-2011 11:11 AM by Method_Michael. 2 replies.
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  • 07-19-2011 9:31 AM

    Upgrade Doesn't Work

    I've gone through step 1 and 2 of the upgrade process outlined on the following page but nothing changes.  Do I need to delete the old before it will show the new?  If so, this isn't very clear when it says to wait a week to complete step 3 (although there is no explanation as to why to wait).

    http://www.methodintegration.com/cs/blogs/methodblog/pages/switching-to-method-crm-and-method-crm-pro.aspx

     

  • 07-19-2011 9:39 AM In reply to

    Re: Upgrade Doesn't Work

    Answer

    Ok, I missed sub step 10 under main step 2 which says, "Under Step 4 of 10, they should only need access to the CRM and the QuickBooks tab groups, with the default being CRM." 

    This should be put in BOLD as it's a big change.  It wasn't made clear enough that the old roles are going away and there is only going to be one role.  I know it says it, but it's not emphasized enough when such a big paradigm shift is needed.

  • 07-19-2011 11:11 AM In reply to

    Re: Upgrade Doesn't Work

    pdirect- Thanks for the suggestion, i'm glad to hear that you were able to get up and running with the new CRM.

    Michael Melo
    Product Manager
    Method Integration Inc.
    Website: http://www.method.me
    LinkedIn: http://www.linkedin.com/in/MichaelMelo
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