Method Community

Greetings, I am creating work order that is creating a once a week occurance for this year.  The service items are not saving to the rest of the work ordres.  i am creating 52 of these work orders so if i go to july and print out a work order i dont get any service items.  Any Ideas?  I have been creating work orders for 2 ...

Greetings I am putting in work instructions and its not saving.  Its happening to all my series created work orders.   you have my permission to go into my accountI I am using a new computer, does this matter?  John M UPDATE:  the instructions are getting saved now.  I went into the series work order, delete all the ...

Hi LaCrews, I just wanted to give you an update on the issue that you were experiencing. We have just made an update to Method where this error message won't appear anymore.  Please refer to the following release note. I also wanted to direct your attention to the improvement that we made to the invoice ...

Hi Dan, I just thought of another solution for your question. The import/export feature will also help you out in this situation: 1. Export the customer table (be sure to export RecordID) and Sales Rep field 2. Update the Sales Rep 3. Import the revised excel back into the customer table 4. It should then prompt you to update instead of ...

  Hi Dan_AA,  The only way to do this is by adding a button on any screen that will have an action where you would have to loop though the customer tables where IsLeadStatusOnly = True and update the salesreps for those leads.  The webinar titled “Advanced Actions: Looping and Conditional Statements” in our Method ...

I'm sorting a report detail section by Date. For any records with no Date assigned, how do I make sure they sort to the bottom? Is there a way I can identify and/or group these particular records and make sure they end of at the end of a list? Thanks

Am wondering if it's possible to assign a custom report name when generating a report? My users are attaching a generated report to an email they are sending and I'd like to provide a more simple, custom report name. I've spent some time looking around the report designer settings but have not found anything obvious right ...

Hi John, I have duplicated the issue here and noticed the issue that you are experiencing. I will create an internal ticket and will update the post once I have more information available. Ronen

Hi swn023, That is called a “Contacts” grid and you will have to click on Edit and follow the steps in order to add/remove the columns. You willhave to do the exact same thing within the Opportunities List section in the copy of the “CRM_OpportunitiesList” screen. You will have to select the “Opportunity” ...

Hi John, I wasn’t able to duplicate your issue on my account and I want to take a look at your account and see how everything is set-up. Before I can proceed, I need the work order numbers for the work orders that have this issue.  Ronen