Ron asked:
Danny,
After creating an activity, I clicked the >>Go to.. link which would open a window (Add/Edit Activity) window but it was blank. I’m not sure if this is what is intended.
Additionally, what is the method in order to send an email from within the Activity screen? Can I send invoices by email as well? Is there more info on how to send from within Method, because I must have overlooked this…Thanks!
Ron Soukup
Hi Ron,
It sounds to me like you are looking at the 'Activities' located under the Customer Center. The 'Activities' under the Customer Center as a summary of acitivites that have happened with this customer from the Sales Center. Therefore, in order to have an activity appear under this tab, you must first enter it under the Sales Center and click Activities.
For your second question, the "Send an Email" option is already setup for you in the Activities area of the Sales Center. It you wanted to send an invoice, you would probably want to do this in your invoice screen, depending on how you want to set things up.
In terms of documentation, we will be releasing the first version of the CRM Edition documentation this week. Over the next couple of weeks, look out for documentation on the Actions and Objects. This will be sure to help you in building soultions using Method.
I hope this helps!