Search results by user ID 5845

Changing screen layouts/Adding fields to the Gmail gadget

theavspecialist — Mon, 11 Mar 2013 18:55:27 GMT

Is this possible? I don't seem to see it on the editable screens.

Re: Creating a dropdown field link to an existing table

theavspecialist — Sat, 09 Feb 2013 05:10:23 GMT

I do not have any tables that I can export that are named "Entity". Here's a shot of my options.

I could go through all customers manually? But that would take a lot of time. Is this a bug or something? Why would duplicates cause tables not to be allowed?

Hmm. My screen shot isn't showing up but the list contains account, activity, cmpaign, cases, class, customer, customer and customer lead, email template, employee, itemservice, listbuilder, opportunity, solution, tenant, vendor, vendor and vendor lead, and vendor lead.

Re: Resource calendars

theavspecialist — Fri, 08 Feb 2013 21:58:46 GMT

That's good. But then how do you add it? All calendars are the format username:CompanyName. If you try to add that in Google Apps for business it does not find it. It must be just a syntax thing, but what am I missing?

Re: Resource calendars

theavspecialist — Thu, 07 Feb 2013 23:56:21 GMT

Okay, just to be clear, I can NOT see another user's calendar on my OWN Google calendar. I can only view it in Method.

If the above is correct, will this be remedied in the iphone app, so I can view and create appointments on all user's calendars? Will a non-user, aka resource, be able to download the app, to see the calendar for that resource (that being the non-user)?

Re: Creating a dropdown field link to an existing table

theavspecialist — Thu, 07 Feb 2013 16:25:51 GMT

I don't have the option for FullName. as you can see. You mention duplicates. Why would I have duplicates? From creating custom screens? The only edits I have done to the customer table is the addition of the yes/no fields like IsHVACCustomer, etc.

Creating a dropdown field link to an existing table

theavspecialist — Thu, 07 Feb 2013 04:32:05 GMT

I tried to create a field under "Customer". It is called ReferredBy (Note that if you use "Referred By" with a space it seems to allow it, but it won't let you go further, without actually saying error). In the dropdown I choose to pick an existing table. I think Customers or Contacts would be want I want for this, as I want to be able to link this field to any customer OR lead that has already been entered. However, on the next screen where it says to choose the text field that contains the choices, it is either blank or record ID. Record ID is just a number, so that's no good. If I pick something like users or lead source, there is the actual option of those on the next screen, but fields like customers, vendors, or contacts is blank. What am I doing wrong?

Re: Resource calendars

theavspecialist — Thu, 07 Feb 2013 02:59:34 GMT

What about the calendars for these non-sign in users? They would not have a calendar to sync to Google calendar, right? Speaking of Google calendars... Can you add other users' Method calendars to your own Google calendar? From my calendar, I can see all users from Google Apps, but those calendars don't mean anything since they dont' connect to Method. I tried to add a calendar manually, like username:CompanyName, just like your Method calendar is labeled, but Google says it can't find it. Am I missing something or is this simply not possible to see other's Method calendars in Google?

Editing a lead error

theavspecialist — Tue, 05 Feb 2013 03:24:56 GMT

I have created some yes/no field information such as IsHVACCustomer? This is for importing existing leads from another CRM as well as entering new leads to know what they need. I originally just added a checkbox object, so nothing really saved. Now I have created these fields in Customer. However, I went into a lead that was recently typed in to check the new box. When saving, it says this name already exists in Quickbooks, please change it. What? Why can't I just edit the record? I tried just editing a field that is common such as email. Same thing!! How can you not be able to edit lead information after you save it? What if you made a data entry mistake?

Resource calendars

theavspecialist — Tue, 05 Feb 2013 03:04:34 GMT

I have seen some posts on the positives and negatives of Method's calendar system. I see hints of "default calendars" such as Call Center or Professional services, etc. These sound like resource calendars. How do you get them to show on the activity calendar page? I have tried some of the suggestions in general of testing with Activity Type or Assigned To. It seems that if you have multiple calendar instances, changing the filter only applies to the first calendar. So I created a completely new calendar tab, which then can show Activity Types. That worked. Now how do you make a resource calendar that you can apply appointments to, such as a training room, sales calendar, installation calendar, etc? How do you assign people to that calendar with some people not necessarily being actual users? Only users can be assigned or both?

Question #2: How are people adding these or any other calendars to Google calendar? Google apps for business only recognizes the generic employee calendars, not the CRM versions. I want to see everyone's calendars as well as certain resources in Google calendar.

Re: Using trigger action to create a task

theavspecialist — Tue, 05 Feb 2013 01:34:17 GMT

Yes, but this would be an automated action by checking a different checkbox. Imagine making a yes/no field called, "Likes Broccoli?" When a new lead is created, and they click the box, then it creates a task for a user named Steve to call them within 24 hours of the lead creation, creating a custom title for the outbound phonecall (type), named "Discuss varieties of broccoli." How do you do that?