Method Community

Thank you but we will focus on the 'out of the box' solutions the CRM provides at this time. Thanks for all of your input! very helpful!

Wondefful, this is a great functionality and we have located the screen in which you've been talking about. Still learning our way around the CRM. What would be your recommnedation to relate multiple clients to one problem? Such as an outage, or bug that affects several people at the same time. Thanks,

Your screen is very different from our default cases list screen. Our caselist template is #426. Thanks,

Ok so I understand now that the drop down isn't supposed to function.  Why would I clear the case field out? In case the activity is no longer related to the Case? What I'd like to do is take an Activity, and attach it back to an existing case. WHat is the Cases grid? The spread that comes up when you click cases? If so, I ...

After beginning our use of Method for CRM / Trouble Ticket purposes, we've found a natural heirachy within the platform for ticketing, Cases vs Activites. Most likely, our small "tasks" will be activities, where more involved projects that require multiple "tasks" will become Cases.  I have found that while ...