Method Community

 Hi Richard, Yes, you can copy work orders. To do so, go to your 'Work Order List' tab link and filter the grid to show the work order you would like to copy. Please note, you can only copy Work Orders with types 'Series' or 'One Time', it would not allow you to copy work orders with 'Occurrence' type. Once ...

[quote user="Method_Danny"] Steven sent in the following reply via email:   Danny,   I have only the Expense Reports and Employees & Vendors roles.  I am logged in as admin. The Expenses tab is missing.   [/quote] Steven, When you check the list of tab groups/roles, are they all not listed as I put in ...

Steven sent in the following reply via email: Danny,   I have only the Expense Reports and Employees & Vendors roles.  I am logged in as admin. The Expenses tab is missing.

I just updated the post as well.  I made a comment about 3 roles being imported.  It is actually 4 roles that are imported.  :) Danny

Hi Steven, That is very strange.  If you have those tabs you should really see the others.  Lets check a few things first.   Go to Customize > Tab Groups / Roles. Scroll to the very bottom of the roles list and you should see 4 roles created for you: Expense Reports Employees and Vendors Managers Accounting and ...

 Hey Mike, I was able to get the video to work, I am currently looking into if this was by design or something we will be fixing. I will post here when I get an update. Thanks for bringing this to our attention.

 Hey, I tried to check that video out but it would not load, I got a message that there was an error on the website. If you put it on YouTube, I can take a look. I think it's a great idea to pass over a video, smart thinking.  

 Hey Stephen, I just wanted to update you on my findings. It looks like FireFox is not supported for our mobile site. If you want to test out your mobile screens on a pc, its recommended that you use IE 8.0. We may support FireFox in the future, we will have a blog posting about it when it's ready.

 Cindy, Please let me know what you have specified in your 'Generate Report' action so I can try that out on my end too.

 Hi Cindy, I tried using the Filter String and it appeared to work fine. I was able to see all opportunities that match the 2 criteria for Opportunity stage and Close Date. So based on my findings I think it's where your fields are located on the report - this is my assumption without looking at your report and the steps I took. It ...