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Is updating to the new CRM 2.0 required? I have a client that only uses Field Service and we have customized it.
If so, this is a requirement can you tell me the deadline the upgrade needs to be completed by?
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Greetings,
When printing from crome, like invoices, it does not fill the whole page. Crome seems to make things smaller and center it. I have tried to look at the features but there is not much to change or look at. Any one else have this issue?
Thanks! John M
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James-
One thing that you could do is instead of selecting a contact from the drop down click on the ... next to the contact drop down, it will bring up a search window which will give you better search/filter option so you can select the correct Customer:Job.
-Michael
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Hi SuzanneB,
Are you using the standard screen or a modified version? What device were you viewing it on?
-Michael
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When I am in the Mobile Screen set up for Work Orders, I am getting the following message when I try and sort by Customer:
A potentially dangerous Request.Form value was detected from the client (hdnFilterView1952951168=",select runat="serve...").
Description: Request Validation has detected a potentially dangerous client input ...
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debwiddi,
For field services this would be a 2 step process. First you would need to add the customer phone number into the activity table as a linked field and then edit the Work Order template and drag the linked field onto the template.
-Michael
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debwiddi-
Based on what you described it sounds like Matt's suggestion may be the answer. Let me know if that is not the case.
-Michael
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Hi debwiddi,
It is possible to assign time to a service. In the Item table there already exists a field for EstHrs(As far as I know there is no screen that currently exists that has the field on it so you would need to customize a screen) or you can create a new field to store the time. Where exactly would this time be used? Are you using field ...
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My Profile
A new feature has been added to all editions of Method CRM called "My Profile". It allows end-users to change their password, security question, email signature, email address, and notification settings. Previously, the administrator would have to set these.
This can be accessed by clicking on their User Name in ...
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Is there a way to print the customer phone number on the work order?
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