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Hi there,
One of the next areas we’ll be phasing into the enhanced CRM is more reports. There are some reports there (i.e. under Leads>>>Lead Reports) and there are more being planned in different areas. You'll need to customize to get the solution you're asking for but I would suggest using the SalesRep field rather ...
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DBrunette-
Watch the following webinar found HERE it goes over how reminders work in Method.
You can send email text messages to their phones for work orders through customization maybe adding a Send Email button to work orders?
In regards to the error you are getting can you enable MethodSupport on your account ( Customize > Users ...
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Actually it seems to have worked despite the error message - does anyone know where the message comes from?
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Hi,
I added a Sales Receipt as a test record and now I wish to delete it?
When I try through the API I cannot do this - instead there is an error message "This table does not support delete" - is there a way to work around this?
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Ok, I went to the tabs screen to check the reminder box, but I get the following error messege:
We were unable to resolve your request. Either the
screen you are trying to access does not exist, or there was a problem
with your request.
Do the techs have to log into a mobile website? The messege can't be ...
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Michael,
I loaded up a test page (not linked to navigation, but on my production website). I didnt' alter any of the code and I am experiencing the same results. Here is the link...
http://www.budgetchallenge.com/ContactUs/MethodTest.aspx
thanks,
-dave
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d.weigle-
Show Summary is the easiet way to find out what table a screen is based off of.
-Michael
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Marci-
Method is designed to work work with QB that being said what you are trying to do is possible but a lot of work. Any transcation you import would be a 2 step process first importing the Transction(Invoice) and then the Transaction lines (Invoice Lines), these 2 are linked by a RecordID which is generated at the time of inserting a ...
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jshoff-
Try these steps:
Open Internet Explorer
Click Tools > Internet Options
Click Security tab.
Click Trusted Sites
Click Sites
Enter https://methodintegration.com in the Add this website to the zone field.
Click Add
Click Close
Click OK
Try again.
-MIchael
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jshoff-
At the moment no, but if anything inregards to this changes you will be the first to know. :)
-Michael
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