Method Community

I made a copy of the original conversion report, and thought maybe I could just make a dropdown on the homescreen to sort by month.  But the close date looks like it picks a spcific day not just a month.  Should I do this another way?

Thanks for the steps, I tested it using the 'Shift' button and it doesn't matter when I depress it, as long as all the activities are highlighted. - Ashur

Talk about touchy lol i figured out what i did wrong. You have to do this in this order or you get the error message Hold down the ctrl key Click the desired work orders. put you mouse over any of the selected work orders then hold down the left mouse button and start dragging the work orders when you are over the desired spot release the ctrl ...

This is not a stock report but can be created using our Report Designer. If you want to go ahead and create it and need some help, let me know here and I can offer some pointers.  - Jason

Hi John, I was able to do this without any issues. Can you please advise whether you tried rescheduling Work Orders assigned to yourself or a different user? Please provide the exact steps to replicate the issue if it happens consistently; if not, then was this only a one time occurrence? Also check the permissions of the user ...

Hi Johnny,  You are right in that the Edit... caption no longer exists and should be removed from the Grid Wizard. When Editing takes place directly in the grid is selected you can directly edit the grid without having to click the caption. In my testing, it seems that the Actions Before Edit and Actions After ...

I guess then is there a generic report to tell me the converstin rate by month and not just total?  I figured I would copy the base report, and edit in the designer.  Or can I add another dropdown for months?

Adam, This, also, did not work for us.  A couple of notes...We've only been running tests thus far. (the date this issue arose was our chosen 'go live' date.  Go figure.) Since they are only tests, we're not concerned with existing estimates but rather newly entered ones as these are the ones staff will see as we train ...

Sweet! I didn't know that I could create users that wouldn't sign in.  If I can do that I defintiely want to use the already included reports. Thank so much!

Ok-I now have my access and want to specifically add an attachment to an email template through the activities screen so that this will record on my daily activity. Please let me know the steps that I can take to customize this option for all our method users in this office. Thanks, Kori