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[quote user="MikeB"]Any suggestions offhand as to how this could happen?[/quote]
I'm not sure how this started happening but you could build a quick workaround by giving the manager a sales rep ID. Alternatively you could adjust the OnScreenLoad actions to build in a loop checking for the logging in user, if this user is the ...
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My dashboard tab has a "Refresh" button in the header that is activated OnScreenLoad. After playing around with a copy of the dashboard, I traced the error message to a specific report "Report4". This particular report shows activities by "AssignedTo" (ie. by username).
Upon login as the manager, as ...
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This question came in via email from Mark...
[quote user="Mark"]Can you tell me where I can change the drop down selections for new cases>type and new cases> reason?[/quote]
You can find the options to change on the Cases > New Case screen under the add additional info checkbox. Beside the dropdowns for Type and ...
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I was excited to descover it's possible to export a report in csv format from the Report Designer.
For some reason, however, the data gets cut off. For example, I created a Sales Order summary report. Any sales orders with less than 3 lines showed no lines. Any Sales Orders with more than three lines showed the lines less three. For example: ...
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Hi Rob,
Thanks for your feedback - I'll try to address everything in my reply...
First up let me say that Method is the most customizable CRM on the market today. We provide you with a CRM template and the ability to customize it to fit your needs along with robust QuickBooks support.
[quote user="robjgriffin"]While ...
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[quote user="kvera"]Do you know if this could be an issue since I am on the trial period of Method?[/quote]
Definitely not. To follow up on Danny's post I think you need to preform a sync to see the data you're missing. On the Sales Rep screen, the Name field should show you a list of the all the people who you can ...
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Yes it does work.
With the search not working on the mobile login we wanted to find a workaround.
Hopefully the issue will be resolved soon.
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Hello,
I wanted to share some items that I am running into
that maybe someone else has solved or perhaps facing a similar problem. I
am looking for ideas, suggestions or even product improvements that could go
into Method to enhance the solution.
First, it is important to understand we are a
manufacturer, distributer ...
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@Kvera - you shouldn't have to edit the table properties to add a new sales rep. I guess the bigger question is, have you linked this to QuickBooks yet? If not, that's the first step.
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Okay so I did some digging around and when I go to the Customize > Table/fields > SalesRep and choose SalesRep to edit, it brings a screen that has the names of all the fields on the table Sales Rep, however the SalesRepName is underlined in blue, and when I hover over it I get the following message "Displaying fields from the FullName ...
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