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Error with connecting server; current server:
red001.mail.microsoftonline.com; connect failed, error:
0x0000274c
And yes. I have SSL checked. I also tried it unchecked.
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JamesQ,
To
elaborate a bit further in Method CRM, you normally wouldn't be listing
opportunities under customers in the customer list as jobs. Opportunities are not people. Opportunities are "deals" for people
(customers and leads). They are in a separate Opportunities table, and are assigned
to customers and ...
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Every time I try and enter time before invoicing a work order after it is completed, I get the following error:
Error^Action Sequence Order:24^The criteria to retrieve value from table did not contain a value. The field used to retrieve the value is RecordID and the sign is =
Not sure what it is.
Thanks...
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mrtaxi,
What are the error messages you are receiving? Do you have use SSL checked?
-Michael
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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 ...
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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
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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?
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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.
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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
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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
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