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thesolarguys,
For your first question, it looks like you have already generated the correct value you want and put it in a pop-up message. Your next step could be to put that action result into a field, possibly a field called NumberOfWorkOrders in the Users table. This could be done with an Update Field In Table ...
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Any help would be appreciated or if you need me to explain anything further. Thanks
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Hi Ben,
This is the message I've received from Method today, and it may be the key to solving this issue:
http://screencast.com/t/XU0lVI2D7p
Same happens for nicole nevermind the computer she is using.
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Hi Mike,
Unfortunately, this has been known for a while. The search function is not ideal. To do a search, I'd recommend using "site:methodintegration.com" in Google and then including your search terms. As far as keeping track of your own, I'd save them in an email folder so you can easily reference them.
We will ...
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Nebo,
I was able to build a quick grid, adding this action to my "URL" Column, I have attached a screenshot here, of how it looks in my grid:
When I click your link for Adam Apple in the grid, it opens a new window and goes directly to this URL. I have attached another screenshot below, showing the actions I used to create this ...
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thank you again Jason!!! I was able to make the button and generate the base report with wholesale customers, however, when it comes to adding the "and where" I don't see a way to filter out the customers as you mentioned in the previous post. I read through the filter options several times and am probably reading over the ...
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When I view all posts made by me, there are tons missing - including one from today. How is this possible? Is there a way for me to see them? It's very difficult for me to track and revisit outstanding issues.
Thanks
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Hi,
I'm working with a client on a project which involves pulling their Method data to a local database for reporting purposes (Using VB.Net).
I'm using the API call MethodAPISelect_DataSetV2 to pull all of the records the Customer's table using "WHERE 1=1". In Method, we're seeing about 18,000 records, ...
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The following indicates which accounting application(s) the release note(s) apply to.
QBD = QuickBooks Desktop
QBO = QuickBooks Online
New Activity
Fixed (#4660) - Addressed issue where default activity status is not loading. (QBO)
Invoice
Fixed (#4644) - Removed depreciated filter views. ...
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Is there anyway to upload images or documents to a case using the case portal?
When you open a case the email comes from a registered CRM user, is there anyway to have it come from a generic noreply@ecoxotic.com email?
Also how do I modify the tabs for the case portal?
Thanks,
Brian
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