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CRM Pro 2.0 Cases Module

Last post 07-22-2011 12:08 PM by Method_Michael. 3 replies.
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  • 07-22-2011 11:38 AM

    CRM Pro 2.0 Cases Module

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    Since upgrading our method system to CRM Pro 2.0 system, we now have issues with cases.  Specifically when you try and apply one of the filters (active, closed, etc) it still shows ALL cases.  It is hard to view the open cases as they cannot be filtered in any way.

  • 07-22-2011 11:52 AM In reply to

    Re: CRM Pro 2.0 Cases Module

    Answer
    Reply Contact

    jshoff-

    Go to Cases > New Case and click ... next to the Status drop down. Here you will see a Closed Case? check box, check this for the Case Statuses that are a Closed status.

    -Michael

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

  • 07-22-2011 12:04 PM In reply to

    Re: CRM Pro 2.0 Cases Module

    Reply Contact

     Yes, that fixed it!!  Thanks!

    Big Smile

  • 07-22-2011 12:08 PM In reply to

    Re: CRM Pro 2.0 Cases Module

    Reply Contact

    jshoff-

    That's good to hear, we proactively tried to update all accounts but if the default name had changed we had no way of knowing if it was a closed status or not.

    -MIchael

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