Search results by user ID 5869

Re: Activity Case Relation

HelloGirl — Fri, 15 Feb 2013 15:38:03 GMT

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!

Re: Activity Case Relation

HelloGirl — Thu, 14 Feb 2013 17:22:05 GMT

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,

Re: Activity Case Relation

HelloGirl — Thu, 14 Feb 2013 14:32:11 GMT

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

Thanks,

Re: Activity Case Relation

HelloGirl — Wed, 13 Feb 2013 22:04:21 GMT

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 don't have a link that says "Relate".

Thanks,

Activity Case Relation

HelloGirl — Wed, 13 Feb 2013 21:45:40 GMT

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 attempting to relate a newly created Activity (through the Activity tab), I am unable to then relate it back to a Case.

Under the "Related To" section, drop downs are present however these items are not functional for us. Clicking the dropdown results in no action. What are we missing?

Thanks for your feedback, being able to link a new activity back to a case would be beneficial.