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[quote user="Wavetec"]Now we would like to have multiple Field Service Visits per Call. i.e. Customer A has Issue 1 and we went to the site 3 times to fix it. Right now we have 3 Calls and 3 FSRs to document this. I'd like to have 1 Call with a referrence to all 3 FS visits.[/quote]
In this scenario I could see one table being ...
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This might not be the exact solution for you but there are some details in this post that might help...
http://www.methodintegration.com/cs/forums/p/3114/11863.aspx#11863
Hope this helps,
~C
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[quote user="bcr_garrett"](Is) there a way in Method to scan and convert an existing document into an editable pdf[/quote]
Off the top of my head I have to say no on this. Not within Method but there is definitely third party software available to scan and convert a pdf to editable.
~C
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[quote user="KieranD"]In another application I was able to filter my contact list by open activities[/quote]
On the Customers and Contact List screen there is a Filter By View option. There is no default filter here for Customers with an activity because the Activity screen covers this information, however, you could add ...
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[quote user="ahardist"]What is the point then of the setting in Customize> Display> Default Currency Symbol?[/quote]
This changes the way the currency is displayed within Method - like on the invoice screen.
I also wanted to let you know that I raised this issue with our dev team and will update this thread with more details. ...
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[quote user="ahardist"]Sadly it isn't that simple.[/quote]
You're correct here, after I made this post I went to review my home dashboard and the currency setting hadn't changed on me (even though the chage was reflected in the report designer). While digging deeper I found what the problem is, the reports shown on the ...
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Hi ahardist,
[quote user="ahardist"]but I still would like my Home Dashboard to display a £ symbol not a $ symbol.[/quote]
If your regional settings are changed make sure you also change your currency format. Under the regional settings page there's an additional button - the second tab here is for currency and you ...
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The following indicates which accounting application(s) the release note(s) apply to.
QBD = QuickBooks Desktop
QBO = QuickBooks Online
Activity Type List
Improved - small cosmetic changes to grid and button label for “Close”. (QBD & QBO)
Fix (#3436) - clicking “Save” would not save all sections. ...
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The following indicates which accounting application(s) the release note(s) apply to.
QBD = QuickBooks Desktop
QBO = QuickBooks Online
Receive Payment
New (#3217) - we’ve applied the same new features added to the estimate screen to yesterday to the receive payment screen. This means you can now take advantage of the single ...
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[quote user="pdirect"]Our QB license number changed, but that does not necessarily mean the other ID's changed?[/quote]
No. Your licence number change is separate from Method and will not change any IDs.
~C