Method Community

Mortaza, Works like a charm - thanks again for your help and patience! Mike

Mortaza, Awesome - this is very helpful.  The only request left is to make the changes to the version of the Edit Case screen that we're currently using - that's CMR_EditCase_CSv2.  If you could make the changes to that one we should be all set. Thank you again for all your help, Mike

Mortaza, Thanks very much for the clarification on this.  The link you sent definitely shows what we need.  Did you make the change to CRM_EditCase?  We're currently using CRM_EditCase_CSv2.  Here is what I'm currently seeing on that form. http://streamable.com/vs2e Sorry, but a couple more questions.  In ...

Mortaza, Sorry it took me so long to follow up on this.  So is this a change that you've already made to the condition block?  If so I can check it to see if the start date comes across with the rest of the existing activity information. Thanks for your help - really appreciate it. Mike

In Cases, when we select the Existing Activities for This Case tab and then click the Edit Activity link for a specific activity, the Activity Start Time is automatically updated to today.  If we want to disable the change to the Start Time field, where in the screen controls would we look?  I have reviewed the action sets, screen ...

I wanted to try to use the Method web service to generate reports in MS Access 2010 or 2013.  I was wondering where to find the connection definition file I would need for Method and any pointers or additional information that might be helpful in getting started. Thanks, Mike

Currently we have Method integrated with a single user version of Quickbooks Premiere.  Our accountant needs to enter previous year's data - she would like to back up the company on the machine that is integrated with Method, load that company on her machine, update the data, then restore it to the Method integrated machine.  Does ...

We are importing case activities for existing clients into Method, but some of these activities were completed a year or more ago by employees that are no longer with the company.  Can a name be imported into the AssignedTo field without a corresponding Method account existing.  Thanks as always for your help, Mike

Is there a correct format I should be using for importing multiple tags for a single contact record?  When I use the format: ,tagname, I can import a contact tag and it's searchable from the Taglist column header on the Customer/Contact search screen.  I tried importing multiple tags for contact record using the ...

Audisho, Makes sense - thanks for explaining it.  I created a custom date field in Contacts for the DOB information. Thanks again, Mike