Search results matching tag 'CRM 2.0'

Re: making workorders from cases

John M — Wed, 27 Jul 2011 20:14:14 GMT

Hi Michael,

Ok it works. Turns out the status of the work order has a defult of completed. Will have to change that.

Thanks, John M

Security Message

John M — Wed, 27 Jul 2011 19:54:57 GMT

Greetings,

CRM Pro> Case List> Choose a case. After i choose a case, it takes me to the edit case page. The page loads up with no data, a message from windoes pops up say, Do you want to continue working with a unsecured page? It askes me yes or no. If i choose yes or no everything works.

Update: This window only shows up on case 97. All the outher cases it dosent show up. This case is related to a work order. If you bring up the activity, it will have this case number related to it.

John M

making workorders from cases

John M — Wed, 27 Jul 2011 18:46:19 GMT

Greetings,

Method CRM Pro> Cases> Edit Case> Case Dialog New/ Edit Activity.

I I use to be able to make work order from a case but it dosent seem to be working unless there is a new way of preforming this.

John M

CRM Pro Issue

John M — Wed, 27 Jul 2011 07:18:04 GMT

Greetings,

CRM Pro> Leads> Estimates>Save & Email:

I get the following error. Action Sequence 38 Cound not find the tablink Recent Transaction.

CRM Pro> Leads> Invoices> Save & Eamil:

I get the following error. Action Sequence 40 could not find the tab link Recent Transaction.

CRM Pro> Case> Edit Case> Case Dialog New/Edit Activity> Esisting Case Dialog. (it reads the folowing: 26-Jul-2011 08:04:00 AM, JohnM (staff) wrote: 26-Jul-2011 08:16:00 PM, JohnM (staff) wrote:)

Method support is enable for your review. Use case 97 if you decide you need to review this.

Outher than this, anouther great add on.

Issue with Method CRM

Robin — Mon, 25 Jul 2011 20:47:18 GMT

I'm having a problem with the new CRM. When trying to switch from the Full Blown to CRM QB Pro version, the second step is customizing the app. When I try to click on tab goups, I get the following error message:

"The screen you are tryig to load cannot be found. You ay have to refresh the tab links. If you continue to receive this message then verify your screen exists for the Tab Lik. Go to Customize > Tabs. Select 'Edit Tab Links' for this Tab and then verify the screen is assigned to this Tab Link. If it is not, then delete the Tab Link and add it again with the desired screen."

When I go to Customize > Tabs, I can't find Tabs for "Tab Groups" or "CRM". However, when I go to customize users, there is a tab group for CRM.

I have tried opening Method in IE and Chrome & logging off and on & restarting the computer.

I appreciate any assistance out there!