Re: Adding Multiple Contacts to Activities

dinozorro — Sat, 17 Jan 2015 00:12:31 GMT

Hi Justin,

Thank you for your response. I'll be very happy to speak with someone in the Professional Services Team. Is there a specific person or phone number I could call?

No, I have not used the one hour because I am concern this modificaiton may take quite a few hours and since we are still in the evaluating phase, I want to assure 1. that this can be done and 2. the cost implicated with accomplishing that. On the other hand, if the Professional Services Team can offer a different approach or techinque to accomplish what we need in our business, I will be more than happy to explore that.

Again, thank you!

Adding Multiple Contacts to Activities

dinozorro — Thu, 15 Jan 2015 07:07:41 GMT

Hello,

I hope all is well.

We are currently looking into Method CRM. During the trial period , we realized we have to customize it because in our business (real estate) we need to create/assign activities that have multiple contacts listed for that activity. For example, we have a property say 123 ABC Way where we need to link 1. the client/property owner 2. the tenant 3. the vendors that are involved in working in this property. One of the main reasons for this is to be able to search the activity by contact name involved in the activity. I may have the tenant's name but not the landlord or I want to supervise customer service/relation with a particular tenant.

I quickly learned about customizing the screens/fields, etc in Method CRM. So I copy the New Activity Screen and added the two dropdown fields (linked to the customer table). Everything worked just fine. However, when I closed the activity and create a follow-up, with the "Complete, Save & Back" button, the dropdown fields I created (by checking the follow-up check box) are blank in the new activity created. The value of those fields were reseted with the creation of a new task.

We need the values of the dropdown box fields to hold or be passed to the new activity. If I assign an Activity to my assistant, let's say to phone call tenant and ask when are they going to move in, then my assitant writes the outcome of the phone call, completes his activity and creates a follow-up, assigns it to me asking me to call the tenant and negociatiate the rent amount. In that case, I want to be able to have the tenants contact info in the activity itself so I have it right on the task and also to know the tenants name.

The tenant's name will be the additional fields I created. In the default field the landlord's name will appear.

Thank you in advance for your time and efforts.

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Re: Adding Multiple Contacts to Activities

Adding Multiple Contacts to Activities