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[quote user="Innovative"]also our calender speed is VERY SLOW especially after 4pmest every day[/quote] Calendar speed is determined by the number of objects on the calendar, if you've got lots of objects on a calendar then it may be slow depending.  Do you have more objects on screen after 4pm?  This could be the reason ...

Hi Annette, [quote user="VARC_Annette"]1. Can you export it to Excel o CSV?[/quote] There is no button to export on the calendar page but you could add an Export Grid to Excel button to the Work Order List screen.  It would be preferable to export from a grid since we have an action built specifically for this - ...

I dont see an option to pull up mapping addresses by a grid?  we are using the factory Calendar screen cllicking map on day view with one user. all appts on calendar are in order by date when they go to mapp they are not in order.  where else can i do this other than the calender

I have created a html email template. I need to know where to upload the images and how to reference the path in the img src tag.

I have moved the e-mail standard field onto the work order screen.  There is an e-mail address in the customer file I an testing, but the data is not showing up in the e-mail field on the work order.  I have done this for other fields and the data shows up.  I am not sure what else I should check.  I have not added any filters ...

I've tested the mapping feature for Chad. It works as it's supposed to. Perhaps by order scheduled, do you mean the scheduled due date? You can click on the Due Date End column and it will sort the work orders by the due date. This goes for any column in the grid. You can then click the mapping feature and it will map according to ...

[quote user="Innovative"]Using the Default Field Service Calender Screen the mapping interface does not put the addresses in order like they are scheduled, i cannot seem to figure this out, any suggesstions[/quote] How are you calling the map?  Is it from the Field Service Center > Work Order list screen?  The actions ...

We are an old school manufacturer using Quickbooks looking to use Method CRM for sales and need assistance on best practices on how to start, use and where we should be heading.    If you are a manufacturer using both softwares, can you share your templates that you created and how you are using Method in your operations.   Thank you

No worries. The security was isoloated solely to that particular button. The security on the other buttons on the screen worked as I had configured it. The security error message I was getting was incorrectly indicating the user was not in the correct role even though the user was in the proper (Sales) role. Simply creating a new button and ...

This is a interesting question.  What are you going to use for a comparison?