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In order to downgrade to Method CRM from Method CRM pro I have to remove some tables that I didnt know were only avail. for the pro version. I already deleted 1 called projectmanager with all its account references and I have to delete 2 more.
1 of the tables is the jobstatus which I tried to delete this table but it does not allow me because it ...
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[quote user="Blake C"]How do you create a new Job for a Customer and where do you see a list of these jobs?[/quote]
To create a job for a customer you'll need to already have the parent record added in Method. Say I have a record for Barney's Bakery and I need to add 3 jobs each with different contractors under them; ...
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Not really a Method issue...just a question/issue that I'm facing.
How do you create a new Job for a Customer and where do you see a list of these jobs?
I'm not understanding how a single dropdown on a Customer relates to multiple Jobs.
Thx
Clearly I'm missing someting here
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[quote user="NeilRick"]Any advice on this matter would be greatly apreciated.[/quote]
Hi NeilRick,
Since this is a sync engine error this would be covered under free support. Please call us at 1-888-925-6238 option 2 for support and I can help you work through this.
If you wanted some steps to try and ...
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[quote user="John M"]There are problems with the security certificate for this site. its not from a trusted authority.[/quote]
John,
I just wanted to let you know this issue should be resolved for you - please logout/login and let me know that clears it up for you.
~C
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[quote user="Blake C"]can I get some guidance on how people are best handling the multiple Jobs for a Customer issue in Method?[/quote]
Hi Blake,
What type on guidence are you looking for? You should be able to handle multiple jobs for a customer just fine using the job of customer drop down under the additional information ...
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Greetings all!
I did a Verify and Rebuild Sunday Sept.30th of our companies Quickbooks 11 file. Afterwards I left Method up as usual to synch that night . It is currently not able to do a full synch. It is synching most changes however and gets through a large part of the process. After it gets through a lot of the process QB throws an ...
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[quote user="WQA"]Is this possible to do?[/quote]
If you're using the list builder then there's no option to send that email with an attachment. You may want to consider uploading the document to your server and sending a link to the file instead of attaching it directly to the email. There's a good reason to do ...
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[quote user="Rolf"]That should help to get this fixed.[/quote]
Thanks for the additional detail - I was able to recrate this problem and I've submitted a ticket to my team here to review. As soon as I get an update I'll let you know.
~C
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Thank you! Having the "Clear All Checkboxes" option will be a big help!