Method Community

Hi EricK3MS,      You can add additional statuses through the New Activity screen, a work order is just a type of Activity so statuses added here will also apply to work orders.   1. Go To Activities > New Activity 2. Click  ... beside the “Status” dropdown 3. Use the ...

In other words, the field is disabled once the new customer record is saved...but before it is saved, our reps can edit the field. Will the field be viewable if it is disabled? The field needs to be viewable at all times.

Thanks...I seem to come up with the most peculiar situations, so I will keep my fingers crossed and give it a try. I am looking forward to upgrading!

LAppeal- Going over your actions is something that we leave for paid consuting since we would need to look into each each to determine what is actually going on, but I will give you some general troubleshooting tips. If you are not getting an error message from a Send Email action, it means 1 of 2 things, the email was sent (could still mean it ...

Shelly, In addition to what Michael has suggested, keep in mind that if you are using the new warehouse capabilities in QB 2012, you will not be able to acccess this through Method.  For example, tracking serial numbers or lot numbers.  Besides that, you're good to go.

Shelley- You can use conditions to get these results. On the OnScreenLoad event of the screen I would but a conditions to hide or disable Sales Rep if RecordID > 0 (Meaning its an existing customer) and to show or enable Sales Rep if RecordID < 0. Depending on how you setup your screens you may have to add simliair actions to your ...

Shelley- I am currently using QB Enterprise 12 with Method and it works fine.  One of my fellow Method team members upgraded from QB Enterprise 8 to 12 and had no issues. -Michael

Shelley- Take a look at the screenshot below: This is a sample from the search screen found in the new CRM. If you look at BillAddressAddr1 it is getting its filter from Value From Screen Bill Address 1, if for some reason Bill Address 1 was removed from the screen, you would get the error message that you are getting now. Make sure to check ...

Navitha, Are you sure you have enabled the MethodSupport user? Customize>>>Users and place a check beside that user. I am not able to proceed until this is done.

Ronen I think im going to hold off on idea number 1 and 2.   I think creating activities will help me with this issue.  I could create a custom activity for this customer but i run into a issue.   I have a set of instructions that need to be followed in this new activity.  I think i might need to customize the activitiys to ...