Method Community

cmogletree- If you are using the standard address fields found an a Work Order(Activity table), they are linked fields and cannot be updated through the work order. The value for these fields will always come from the Entity (The customer you selected). If you go to Customize > Tables / Fields and click Edit fields... for the Activity table, ...

Michael, I'm still getting the same error. Is there something I need to do to implement the fix? Thanks, Andy

cmogletree- This is possible to do in Method but will require a bit of work to get this to work the way you want it to. Right now when you map from the Work Order List it checks to see if the shipping address is blank and if it is it will use the billing address to generate the stops (This is done on a per work order basis in a loop). You could ...

cmogletree- Go to Activities > New Activity and click on the ... next to the Priority drop down, this will open up a screen that will allow you to add/modify the priority drop down. A work order is a type of activity so making this change will also affect your work orders. -Michael

Blake- I am going to have to test this further and get back to you. -Michael

To add to this thread... I have continued to troubleshoot this problem today.  I have bit by bit pulled all of our custom fields out of the Edit Customer sreen so that I have a stripped down version which I believe mimicks the standard Method Edit Customer screen, and I am still getting the error.  For this particular scenario, I believe ...

Hi Danny, Actually, in looking at this further, I checked two other databases that are using the same custom screen for the "Edit Customer."  (This is a copy of the original CRM Edit Customer Screen, with some added fields.)  The error is occuring on all three databases.  I think it began with the new December platform ...

 I have moved the address information from the customer form to the add/edit workorder form.  When I put information in the address field and save it, once I click the edit button on the work order list form everything shows up but the address in the add/edit work order form.  Some added information, before I added ...

 I have to change the map to allow me the set pick up and drop off points.  Our company picks up clients and drop them off like a cab service, It has to show pick up and drop off points and also show the points to the next client pick up and drop off point.  I have moved the billing and shipping address boxes to the add/edit work ...

Hi, I am exporting the data from the Grid to Excel, while export the date is getting changed in the excel file. In the Grid it is showing as Dec-19-2011 but in the Excel it is showing as Dec-20-2011. This is not happening with all the records, only few records are getting changed. Are there any timezone settings which has to be ...