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I created the new table, MyRep, with only my active sales rep entries and the fields I need. However, I cannot link any fields between that table and my Customer table (from either direction).  I can probably ultimately figure out how to use actions to pull that into my email, but if I can't create a linked field, I'm unclear on how ...

Greetings, I got a call from a customer today saying he could not send me or respond to a case from his  computer while in the portal.  I tried it on mine using IE 8.0 and i could not send a respnce about a open case.  I filled the form and it was saying i needed a value in the Responce box.  This is the standard method ...

Dosent do it with firefox.  Only IE 8.0  

While the button click kicking off the process the way you describe is not completely automated, I think I see how your solution works...seems easy enough to do. I seem to remember reading somewhere on these forums that scheduled tasks/functions isn't a feature Method has, yet...am I remembering correctly? Thanks Mark

Blake What we've done is to create new transaction(s) based on series of conditions from the exisiting data.  For example, you could have a series of actions execute in response to an event like a button click.  These actions would evaulate your conditions and if your conditions were met, the action set would then build new sales ...

I have a potential client with general concerns about what would happen to the technology should Method (or any software vendor for that matter) become insolvent.  Does Method have its source code in escrow, or are there any other protections in place?  I'm not as concerned with this myself, but if there's anything I can show to ...

Does anyone know where I can find public information on Method's technical profile such as API documentation, technology utilized, platform, etc?  A potential client is asking about it. Thanks in advance. 

Michael...answering your other questions: The criteria for automatically creating orders would be based on a date. Usually it's 60 days out that an Order is created and comes in house. That way we make sure we have the inventory (if it's an order containing products for delivery) or can see it sitting in a particular box in the office ...

Thanks Mark... I've been approaching this from a DIY standpoint. When you say 'some of this functionality' can you elaborate a bit (not looking for all the details here, of course) on the solutions you provided?

Thanks Michael... I had not looked at Field Services yet...I'm reading about it now. It seems like the method of working in Field Services might work for how we currently operation. Right now, salesmen write up actual carbon copy orders about 60 days out from delivery based on the afore mentioned 'programs' they set up for each ...