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Hi Marcelo,  If you click the three dots button beside the status field you should be brought to a screen where you can edit and add statuses. See the screenshot below. Hope this helps! - Jason 

Hi Mike,  If you want to update current records in your Customer table with an import, make sure you check the Update existing records by matching the key fields box. Then, you can choose the RecordID as the field used to match the records. See my screenshots below. I tested this using the Customer table and I changed the ...

Hi Martin,  There is actually a post here that explains how to fix your issue with screenshots. Basically, you should set the Format String to "$0.00" or "$0" on your total line item price if you would like to use dollars. Hope this helps!  - Jason

Changing the Contact and Name fields individually in the Edit Customer screen works, however. Why would the upload not work? In this case, changing entries individually is not a viable solution.

This would be a rather simple customization then.  You could ceate a Method user as your subcontractor and attach a vendor to them.  Then you can add a couple of actions to the save button on the Work Order.  One to check if the work order is completed, and if it is, then one to create the bill as I stated above.  If you'd ...

For customers, I am trying to change the "Contact" field to be the same as the "Name" field for all records (parent accounts and subaccounts). I'm importing only 2 columns into the Customers table: RecordID Contact My changes are not being accepted when uploaded, and I don't see anything in the Audit ...

Can the activity status be changed to something I am more familiar with?, for example: not statrted to active in progress to on route etc.

I want to be very clear! I create estimates and im using the simple estimate template. and have not even started trying to set up the print templates for invoices etc. My estimate printed template is showing the line item price as dollars and my total line item price as rands. Nothing i do can change this. I have tried changing the format ...

A user emailed Method asking if he could sort the Activity grid to view the most recent activities rather than the oldest activities. In the stock Activities List screen, you can simply click on the Due On field or the Activity # field to sort the grid by those fields. If you click on it again, it will sort the opposite ...

Mike, Try this: RecordID IN (561,2274,3584) - Jason