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How can I have gmail open activities in Method New?

Last post 09-15-2015 1:36 PM by Method_Morty. 7 replies.
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  • 09-14-2015 8:26 AM

    • mahlonf
    • Top 10 Contributor
    • Joined on 09-28-2012
    • Stevens, PA
    • Posts 879

    How can I have gmail open activities in Method New?

    How can I have gmail open activities in Method New?

    Mahlon L Fisher
    Computer Bookkeeping Solutions
    www.combooksolutions.com
  • 09-14-2015 10:03 AM In reply to

    Re: How can I have gmail open activities in Method New?

    Hey Mahlon,

    If the Company Account is toggled for Method:New, it will automatically go right into Method:New for Activities. 

    Is it not working like that in your case?

    -- Mortaza

    Morty Barighzaai
    Customer Success Manager
    Method:CRM
  • 09-14-2015 11:42 AM In reply to

    • mahlonf
    • Top 10 Contributor
    • Joined on 09-28-2012
    • Stevens, PA
    • Posts 879

    Re: How can I have gmail open activities in Method New?

    No, it goes to the screen where you select classic or new. When you select New it goes to the dashboard only

    Mahlon L Fisher
    Computer Bookkeeping Solutions
    www.combooksolutions.com
  • 09-14-2015 2:01 PM In reply to

    Re: How can I have gmail open activities in Method New?

    Hey Mahlon,

    I'm not able to replicate that issue, for me it goes right into Method:New > View Activity screen.

    Try clicking the link again in an Incognito window just to confirm it's not a Browser issue.

    -- Mortaza

    Morty Barighzaai
    Customer Success Manager
    Method:CRM
  • 09-15-2015 10:43 AM In reply to

    • mahlonf
    • Top 10 Contributor
    • Joined on 09-28-2012
    • Stevens, PA
    • Posts 879

    Re: How can I have gmail open activities in Method New?

    What if you have both Classic & New open for the same account. Have a few clients using both.

    Mahlon L Fisher
    Computer Bookkeeping Solutions
    www.combooksolutions.com
  • 09-15-2015 11:00 AM In reply to

    Re: How can I have gmail open activities in Method New?

    Hey Mahlon,

    There is no feature that lets Users decide which platform to send notifications to.  The only way currently to have notifications open in Method:Classic is to switch the client's platform toggle back to “Classic” and remove access for Method:New.

    -- Mortaza

    Morty Barighzaai
    Customer Success Manager
    Method:CRM
  • 09-15-2015 11:13 AM In reply to

    • mahlonf
    • Top 10 Contributor
    • Joined on 09-28-2012
    • Stevens, PA
    • Posts 879

    Re: How can I have gmail open activities in Method New?

    I'm not sure if I understand this. Where does this toggle take place?

    I have several clients that were on method classic. While method new was in beta, we developed some appsfor them to use. They use method classic for some processesand method new for others.

    We are gradually doing more and more in New as we develop apps. 

    What version will open when using gmail in this case?

    Mahlon L Fisher
    Computer Bookkeeping Solutions
    www.combooksolutions.com
  • 09-15-2015 1:36 PM In reply to

    Re: How can I have gmail open activities in Method New?

    Hi Mahlon,

    The toggle is handled by Account Manager's.

    By gmail, are you referring to the Gmail Gadget?

    -- Mortaza

    Morty Barighzaai
    Customer Success Manager
    Method:CRM
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