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  • Re: Archive the Data

    Navitha - this has been emailed to you. Please mark the excel as clearly as possible and include small screen shots from Method if needed. A few examples should be sufficient.
  • Re: Field services>Work orders>Service items missing

    If i go into mobile&gt;work orders&gt;a work order&gt;items&gt; my service item is there. If i go into main method&gt;field services&gt;work order&gt;job costing&gt; the service item is there. I just can see it when i choose a work order. If i go into the series, then i can see the service item.&nbsp; Is this a new feature? &nbsp;
    Posted to Method:Classic General Q&A (Forum) by John M on 01-12-2012
  • Re: Archive the Data

    Hi,&nbsp; You can send me the data as an attachment and i will mark the data and mail it back to you.. My EmailId is rajnikumar@2xprime.com Thanks Navitha
  • Fields services>work orders> status is changing

    Greetings, I created a work order that is creating weekly work orders. Series to occurance. Each of these work orders is chaning its status from &quot;not started&quot; to &quot;completed&quot;&nbsp; UPDATE: &nbsp;I went into the series work order and deleted all the recurring work orders and re set them up again. As of 6:30 am, everything is ...
    Posted to Method:Classic General Q&A (Forum) by John M on 01-12-2012
  • Field services>Work orders>Service items missing

    Greetings, I am creating work order that is creating a once a week occurance for this year. &nbsp;The service items are not saving to the rest of the work ordres. &nbsp;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. &nbsp;Any Ideas? &nbsp;I have been creating work orders for 2 ...
    Posted to Method:Classic General Q&A (Forum) by John M on 01-12-2012
  • Field services>work order instructions not showing

    Greetings I am putting in work instructions and its not saving. &nbsp;Its happening to all my series created work orders. &nbsp; you have my permission to go into my accountI I am using a new computer, does this matter?&nbsp; John M UPDATE: &nbsp;the instructions are getting saved now. &nbsp;I went into the series work order, delete all the ...
    Posted to Method:Classic General Q&A (Forum) by John M on 01-11-2012
  • Re: Invoice screen error

    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&#39;t appear anymore.&nbsp; Please refer to the following release note. I also wanted to direct your attention to the improvement that we made to the invoice ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 01-11-2012
  • Re: How to mass assign sales reps to leads?

    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 ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 01-11-2012
  • Re: How to mass assign sales reps to leads?

    &nbsp; Hi Dan_AA,&nbsp; 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.&nbsp; The webinar titled &ldquo;Advanced Actions: Looping and Conditional Statements&rdquo; in our Method ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 01-11-2012
  • Report Detail Sorting

    I&#39;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
    Posted to Method:Classic General Q&A (Forum) by Blake C on 01-11-2012
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