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Hi lvharris, If you go to the Field Service Operations tab group, you can renew selected work orders. Work orders that are recurring have a start date and an end date. The renewal process calls upon the "Renew Recurrence" action which does the following: A. Increases the Start Date by 1 year. B. Increases the End Date by 1 year. C. ...

Hi viret56, The only way that you can display numbers in the grid on a screen to the nearest 2 decimal places is by adding the field type of decimal to the table associated to the screen. Adding the field type of money will permit the user to display more then 2 decimal places on the grid while the decimal field type will round the number ...

How can I secure a link (or any column) in a Grid? For example: I don't need my salesmen deleting Items. Can I prevent them from seeing and/or clicking the 'Delete' link for Items in the grid? Can I effectively hide a column in a grid based on security? Thanks...

Hi viret56, The reason that you are getting this time out error message is because you are logged into Method with the username concurrently on either a new web browser on a new tab within your current browser. You can only log into Method in one session and not two sessions with your username. The error message will appear for security ...

Hi lvharris, I just wanted to give you an update that I am looking into getting an update for the response by finding alternate ways of automatically renewing the activity. I am going to get back to you shortly with a response once I have an update from the team on an alternate solution. Ronen

Hi lvharris, Is the e-mail being sent to the same recipient 16 times? Can you test sending in the activity again by e-mailing me the template at r.gaisiner@methodintegration.com and I will confirm that this is happening for one activity. Ronen

Hi lvharris, I wanted to give you an update that I am compiling the response to this question and going to contact you shortly. Ronen

Hi lvharris, When you create a new activity, there is a checkbox for Recurring which opens up the section for the activity to set the parameters for the scheduling of the recrring activities. There is a checkbox there for Is to be renewed. This will automatically renew their recurring events until they are no longer an active customer. I hope ...

Hi lvharris,  I just wanted to let you know that I am working on getting a response to your post and will have one available shortly.  Ronen

On second thought, now I'm not sure why I'm using the Closed flag from the Sales Order header as I can see a line by line flag in QB.  I know I tried to have individual line status from the QB flags, not sure why I got stuck at the header level????