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Can anyone tell me out to change the default New Activity status line from Completed to Not Started? Under the App settings the three dots, it is set up to have the default be "Not Started." Yet when ever I push "New Activity" either in a contact field, or from the Activity Apps itself, it sets up always with the ...
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Makes the new version a bit underwelming without the e-mail capacity.
John
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Had a web form that's been working fine. Suddenly it doesn't. This is the error I get after this web form has worked for the better part of a year.
Issues are starting to slow us down!
Your client had encountered an error with web form Web-To-Lead-Trials. This may be due to incorrect setup of the web form. The ...
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The Google app continues to give me a fail when I attempt to save an e-mail.
This is the message I get when I attempt to create a new activity. The app recognizes the contact/lead but then won't save the email as a new Activity.
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Is that still something that's down the line a ways? Really love the Beta but my biggest function is calls and e-mails out of Acitivies screen.
Also, can you point me to documentation on how to get the Opportunnites App up on my home screen in Beta?
Thanks
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When setting the acitivty type - Meeting - the end date should automaticall fill to the date of the event. For example, set a lunch for Monday, December 15. The end time/date should of auto filled to Decembetr 15, 2014 with an automatic one hour event timing.
John
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Just a suggestion as I begin workigng through the new BETA. Currently the same side bar icons are being used for Sales Orders, Classes, Sales Reps and Accounts. I would give each a unique icon.
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I'm not a super programmer person so I might be missing something with BETA (which is awesome BTW). How can I send an e-mail from within Method Beta? I thought I set up the e-mail preferences and like to send e-mails directly from the Activity page for a current activity. Is the functionality there yet, or did I miss ...
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