Search results by user ID 6688

Re: Activity Tracking with Gmail Gadget

DrewJensen — Fri, 12 Dec 2014 16:40:12 GMT

Thanks Fran. I had not used the Relate capability. It is a little clunky, but seems to work for my usage model.

THanks! Drew

Re: Activity Tracking with Gmail Gadget

DrewJensen — Fri, 12 Dec 2014 16:32:05 GMT

Thank you Justin!

Regards,
Drew

Re: Activity Tracking with Gmail Gadget

DrewJensen — Thu, 11 Dec 2014 22:43:18 GMT

Justin,

Thank you for the prompt reply.

The Method email capability is very rudimentary. Seems a sound product strategy is to provide greater integration of the CRM with more robust email clients. I assume that is exactly why you have the Gmail Gadget and Outlook Plugin.

You indicated it isn’t possible to update an existing activity. Do you mean that it is infeasible to implement that capability in the gadget, or is it simply not a current capability of the gadget? If the later, can you please advise how I can request an addition of an activity update capability in the gadget?

Thanks!

Re: Gadget on outgoing Mail in Google

DrewJensen — Thu, 11 Dec 2014 16:56:05 GMT

An alternative way I have found, instead of going to your Sent folder, is to refresh your browser window after you send the Gmail. The gadget then shows up on the sent message.

Activity Tracking with Gmail Gadget

DrewJensen — Thu, 11 Dec 2014 16:51:46 GMT

I'm a heavy user of the Gmail gadget to track all my correspondence in Method CRM, and find it works really well. One feature I use regularly is the ability to schedule a follow-up activity in the future when I am adding an activity. I have struggled though in being able to track the Gmail correspondence, as I have not found a way to associate an email with an existing uncompleted activity.

Here is my usage model . . . I send correspondence to a lead via Gmail, and add the activity, and also set a follow-up, say in one week. A week later, I see the pending activity, and send a follow-up correspondence to the lead via Gmail. (I must use Gmail vs. Method CRM to send the follow-up email because of other Gmail gadgets and capabilities I need to use.) What I would like to do is track the follow-up email, associating it with the existing pending activity. However, I have not found a way to do that. What I end up doing is adding a new activity on the follow-up correspondence from the Gmail gadget, and then I go back into Method CRM and delete the other uncompleted activity.

Is there a better way to do this? Ideally the Gmail gadget could allow an update of an existing activity, adding the Gmail correspondence to that activity and allowing the activity to be marked as completed. Even better would be if you could concurrently set a follow-up activity when you update the existing activity.

Thanks! Look forward to any suggestions or other ways people are managing activities via the Gmail gadget.