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has there been a platform update today or lately, today we had 2 customers on schedule, somehow all of a sudden 1 work order dissapeared and hte other one duplicated on the schedule side by side! this happened months ago and we never got a resolution
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[quote user="John M"]
Danny,
It works. Thanks!
[/quote]
Fantastic! Thanks for letting me know John.
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I'm glad to see that you figured it out.
-Michael
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Hi Orlando,
There is no Leads table in Method, a lead is essentially a specific Entity type, you would import leads into the customer table.
The only required field in the Customer table is FullName(But you have to import it into the Name field). When importing your list make sure to add 2 extra columns for Entity Type and IsLeadStatus. You will ...
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Can I import aweber form data into Method via the Leads tables? or where should I send them which table is the correct one.
If not what the best way to approach the issue.
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I think I answered the reason why it doesn't work:
Note: Action Results can only be used within the same Object/Field they are created in.
Therefore the question is more specifically how do I go about doing this since I can't carry over captured values.
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I answered my own question again! I am not deleting this ...
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I am working on customizing Purchase Orders to become RMAs for our customer service team. So far I have created a custom purchase order screen relabeled for RMAs and non relevant data removed. I have added a new table to the edit customer tab link so you can view RMAs for the customer. All is working well. Now I run into my ...
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Michael and Matt - these issues are a combination of design and internal tickets I am waiting to hear back on. I'm hoping to have both resolved soon so they are working as they did during Friday's webinar. I'll try to post here with regular updates if there are any delays.
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The service item is no longer greyed out, but the error that results when approving a time entry converted from an activity persists.