Method Community

mrtaxi, What are the error messages you are receiving? Do you have use SSL checked? -Michael

JamesQ, You could filter you grids/drop downs to only display records where ParentFullName is blank, this would prevent any jobs (Opportunities) from showing. By default each Job (Opportunity) is a new record in Method and there is currently no way to change this. To take this one step further if you hid all the ...

Hi jvance, How are you applying the filter? Are you using a custom screen or standard screen? If you are using the standard calendar when you apply the filters do the usernames display along the top? What is the exact tab link name for the screen you are using? -Michael

We are using BPOS for email.  I am trying to set up email using the server address red001.mail.microsoftonline.com.  However, I keep getting errors.  Any solutions? 

I will pursue these ideas as work-arounds, but how do I get a clean import?  As I said, If I had a Company in Quickbooks with 25 Opportunites the import created 25 Customer Records, one unique Customer Name for each Opportunity.

I am applying filters to see my staffs work order assignments and it is not refreshing correctly.  It is only showing My Work Order Calendar and not all of the staff that I applied the filter too.  I need help ASAP

mlepitt, The case number cannot be modified it is actually the RecordID (an auto-incrementing field that exists in all tables). What kind of case numbering system do you use right now? -Michael

VLocke, It is not required to update to the new CRM but you can still install the new CRM on your account and as long as you don't uninstall Method Full Blown from your account you will have both. -Michael

John, I use Chrome and haven't come across this, I will test this out further and see if I can duplicate it or come up with something. -Michael

I found the answer: Customization Integration Tools Web Forms Create new, table Cases