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New activities> work orders

Last post 08-29-2011 2:27 PM by Anonymous. 4 replies.
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  • 08-24-2011 11:30 AM

    New activities> work orders

    Geetings,

    New CRM> Opportunties> Edit Opportunites> New Activity> Activity type field. What happend to the work order freature? It was there last night.

    I did copy this form and made some a change to the Activity Status to Waiting for someone yesterday.

    When i started to use my new form today, the workorder feature was gone. I put your default screen back and i still dont have the work order feature there. My account is open for your review.

    Did i break it? Surprise

    Thanks, John M

  • 08-24-2011 12:31 PM In reply to

    Re: New activities> work orders

    Answer

    Hi John,

    You didn't break anything its something we actually changed but are going to change it again hopefully by later today or tomorrow. You can read more about it HERE make sure to pay special attention to the comments. You may also want to subsribe to the RSS feed for our Realse Notes blog to keep up-to-date on Method updates(You can subsribe from the previously mentioned link).

    -Michael

    Michael Melo
    Product Manager
    Method Integration Inc.
    Website: http://www.method.me
    LinkedIn: http://www.linkedin.com/in/MichaelMelo
  • 08-28-2011 11:13 AM In reply to

    Re: New activities> work orders

    Answer

    Hi John,

    The final set of updates have been pushed out.  You can checkout the release notes for more details by clicking the link below.  If you want to have the activity type "Work Order" show in the CRM screens, you'll need to go to Activities > New Activity.  Click the (...) next to the Activity Type dropdown list.  Select "Work Order" and uncheck the box for "App Specific?".  Click Save & Close and now Work Order will appear.

    http://www.methodintegration.com/cs/blogs/releasenotes/archive/2011/08/28/method-crm-updates-august-26-august-28-2011.aspx

    Thanks for the continued feedback and hope you're having a fantastic weekend.

    Danny

  • 08-29-2011 11:23 AM In reply to

    Re: New activities> work orders

    Danny,

    It works. Thanks!

  • 08-29-2011 2:27 PM In reply to

    Re: New activities> work orders

    John M:

    Danny,

    It works. Thanks!

    Fantastic!  Thanks for letting me know John. Big Smile

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