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unable to select sales rep

Last post 12-16-2013 9:54 AM by Method_Jamil. 6 replies.
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  • 06-27-2012 4:48 PM

    unable to select sales rep

    When adding new customer or customerlead I'm unable to select a sale rep.  It may be that dropdown is no populating.

    Mark Crews
    Cloud Consultancy
    Principal and Developer


    • 2012 MethodCRM Partner of the Year

    • 2012 MethodCRM Community Excellence Award

    • 2011 MethodCRM Community Excellence Award


    Visit our website to find out about our training, support, and customization services.
    website: cloudconsultancyllc.com
    blog: cloudconsultancyllc.com/blog/
    ph: 434.326.1601
    e: support@cloudconsultancyllc.com

    What is Method?
  • 06-27-2012 4:58 PM In reply to

    Re: unable to select sales rep

    QB Online or QB Desktop account?

  • 06-27-2012 6:29 PM In reply to

    Re: unable to select sales rep

    QB Desktop.

    Mark Crews
    Cloud Consultancy
    Principal and Developer


    • 2012 MethodCRM Partner of the Year

    • 2012 MethodCRM Community Excellence Award

    • 2011 MethodCRM Community Excellence Award


    Visit our website to find out about our training, support, and customization services.
    website: cloudconsultancyllc.com
    blog: cloudconsultancyllc.com/blog/
    ph: 434.326.1601
    e: support@cloudconsultancyllc.com

    What is Method?
  • 06-28-2012 9:15 AM In reply to

    Re: unable to select sales rep

    Answer

    I found one small thing in the code, relating to multi-tenancy (franchises), that may have prevented a really old Method account from seeing their sales reps.

    I've applied a hotfix to the gadget. Can you try now?

    If that doesn't work, I'll need you to PM or email me the Company Account so that I can look further into it.

    Let me know....

    Paul

  • 06-28-2012 10:53 AM In reply to

    Re: unable to select sales rep

    That fixed it.  BTW  This is my company account so it's over 2 years old.

    Mark Crews
    Cloud Consultancy
    Principal and Developer


    • 2012 MethodCRM Partner of the Year

    • 2012 MethodCRM Community Excellence Award

    • 2011 MethodCRM Community Excellence Award


    Visit our website to find out about our training, support, and customization services.
    website: cloudconsultancyllc.com
    blog: cloudconsultancyllc.com/blog/
    ph: 434.326.1601
    e: support@cloudconsultancyllc.com

    What is Method?
  • 06-28-2012 11:37 AM In reply to

    Re: unable to select sales rep

    Great. Thanks for finding and reporting Mark.

  • 12-16-2013 9:54 AM In reply to

    Re: unable to select sales rep

    One last test...

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