Method Community

To update this forum post: Dave is working with his MSP to get this issue resolved. -Michael

Gregory- Currently there is no way to edit multiple activities at once. If you have the Field Service app you may want to take a look at the Work Order List screen, it has functionality that allows you to edit Multiple Work Orders's (Which are actually a type of activity) at the same time, this screen could be reverse engineered to apply to ...

pdirect- Activities and opportunities should still remain in Method, as for transactions they will show up in conflicts, with the ablitiy to UN-Delete them and get them back into QB (This process doesn't alway work but Method tries to add the transaction back in). -Michael

[quote user="Method_Michael"]For more detailed instructions it would have to be through consulting time[/quote]  It's that time again Please contact me. Fred

That is what I figured. I have four how to edit the work order to put that on the work order form. How do I make it so it so it is on the hard copy when I print it?

[quote user="Method_Michael"]All you need to do to add the field is make sure "Add a new field" is selected give the field a name and make sure the approriate field type is selected, in your case Text should work and then click Add Field.[/quote]  Added field, but it's not filling with data. The field is MemberLevel ...

I am trying to see if there is a way to perform a mass un-delete on a lot of conflict. I have  re-snyced to an older verison of our company file to try to restore our trasnactions.  Essentially, our verison of Quickbook (Enterprise 2011) completely corrupted our current file and we had to go to a backup verison.  That verison is the ...

MisterBill, It isn't so much that we don't see that value but rather that we don't have the processes in place to handle such a referal program.  This may be something we do down the road but isn't an option right now.  As Mark suggested, you are more than welcome to work with one of our MSPs.   Have a great day.

Danny why wouldn't method see any value in doing some type of referal program pretty much every industry i've ever seen offers this to some sort of degree?

Hello, I haven't been able to find another post on this issue after a cursory search, but I apologize if I missed it. I'm trying to edit a field on multiple activities.  Is there a more efficient way to do this than changing each activity individually? Thanks in advance for any help you might be able to offer.