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Hi all,
Last night around 7pm(Calif time) we had a local Method training meeting. The system was really unresponsive and sloooow. Is this do to system maintenance or ?????. Are there times when it is best to not be on the system or was this just something unusual. I would hate to have clients ...
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Thanks Val.. Now that I have the 'secret' code, it works...
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Attempted to enter new phase under projects and couldnot save because 'contract amount' not filled out. There was no contract amount on the New phase page..
Fran
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the professional services calendar....shows an appt differently than the Call center calandar....I had an appt that listed Gary as appointee and in Prof Services it listed PCS.....
Fran
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Been playing with Outlook plug in today...I actually use Google Apps for my main email, but have it sync'd to Outlook. It works great. This is way cool....thanks,
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I want to use Method as my client portal for work I have done with them. The only thing I see lacking is abilty to save attachments for point to where file pertinent to client have been saved... Is there a tool for this or can I set up a link to my ShareFile folder?
Fran
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I want to set up a pivot report within Method and just need some help as to where the row, column and value fields go. I am having trouble figuring this out from just looking at the report designer...
Thanks,
Fran
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I am in the "Add Projects" tab and can not save.. I am getting an error telling me that I need a contract amount.. I would put one in if it were available to update. I had to go to the "Project" tab to add new information. If I try to add a new Project from the "dashboard" I get a "could not run ...
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Two questions: I wanted to post that on the Time Tracking Screen…on the Employee Center….It seems like ”Name” is not employee name but EntityRef. This makes the dropdown for this list on the screen show all account names, employees,etc. I was able to go to ...