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Not to stay stuck in Salesforce world, but can anyone shed light on how to handle Accounts and Contacts in MethodCRM? I am accustomed to creating a Contact as a child of an Account. An arrangement which seems intuitive to me. In thatway of thinking, the Customer is the Account, or the organization.
In Method ...
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When adding a new appointment to Method from Outlook, I get the following error message:
<?xml version="1.0" encoding="windows-1253"?>
<MethodAPI response = "Failure.The SQL returned the following error: Invalid column name OutlookSyncId".
Invalid column name OutlookSyncId".
Invalid column name ...
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That did it! I did not notice that the fields were in the same cell!
Thanks.
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John- The orginal screen should now be fixed. You may also want to add the Activities, Opportunities and Cases tab to your Field Service Operations tab group or which ever tab group you use with Field Service Center.
-Michael
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Thanks Michael! It's such a relief that this can be duplicated. I really don't think this Action is working properly and the more I worked with Grid automation, the more I wished I had this action to use.
I think there is also a race condition problem with Save Section, which would be the workaround to this kind of automation, ...
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James - Click Add Row a few times in the designer and drag each object so that it is in its own cell.
Paul
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This is what I have, I guess the fields are to toall or the field names are too small. What's the best way to a) fix this on this screen and b) standardize this so future screens work out?
From MethodCRM
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jnoneiliv1,
I am going to need to test this out further but from what I have tested so far, Save Grid Row may not be working properly and I was able to duplicate the issue you mentioned with adding more grid rows after a save.
-Michael
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John-
I was able to duplicate this, It seems to only be happening with IE and not FF and Chrome, I will create a ticket for this.
-Michael
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l.maurer,
Method is intended to integrate and sync with QuickBooks. In theory you could probably get away without using QuickBooks but it is not suggested. If you’re going to do so, take caution and realize you may encounter screens that may not function as they were designed to.
-Michael
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