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  • Re: Importing Errors

    That helps a lot- they are all duplicates in one regard.&nbsp; However, I have an item called &quot;201-m-mbl-lg&quot;, and I have an item called &quot;prep:201-m-mbl-lg&quot;.&nbsp; The second obviously being an item called &quot;prep&quot;, with the subitem being 201-m-mbl-lg.&nbsp; 201-m-mbl-lg and prep:201-m-mbl-lg, again, have different ...
    Posted to Method:Classic General Q&A (Forum) by cpitts on 08-02-2011
  • Trouble Invoicing

    I created a new budget/contract. I added a Line item with the billing type as hourly. I went to Time tracking and added a time tracking entry for 1 hour and approved and closed. I went to Details tab and clicked create invoice. I created the invoice for the 1 hour. When the invoice screen appears, the save &amp; Clos ebutton does not close ...
  • Report, dividing the total amount due

    Greetings, Im taking the simple estimate report and i want to divide the AmountTotal field and divide that by 12. I want to get a monthly amount in a new field. Anyhelp? Thanks, John M
    Posted to Method:Classic General Q&A (Forum) by John M on 08-02-2011
  • Re: Importing Errors

    cpitts, Name will end up becoming FullName, it should flag the records that are showing up as duplicates. Take the name of the duplicate and search for it in the Items list in Method and see if it comes up with any results. -Michael
  • Re: Remove multiple customer/contact records

    Let me provide some more details...I exported from Method the &#39;Contacts&#39; table and someone went through and updated the &#39;Entity&#39; and &#39;EntityRecordID&#39; fields to &quot;group&quot; contacts that share the same shipping address (aka same customer). &nbsp;Now I would like to import the updated contact records but I&#39;m not ...
    Posted to Method:Classic General Q&A (Forum) by roger on 08-02-2011
  • Re: Importing Errors

    Thanks for the suggestion.&nbsp; I tried importing into the ItemTable instead, but I&#39;m having the exact same issue arise. I did notice that it wouldn&#39;t let me update FullName, which isn&#39;t a problem, but everything else matched up the way it was supposed to and is coming back with errrors. Any other ideas for why I&#39;d be getting ...
    Posted to Method:Classic General Q&A (Forum) by cpitts on 08-02-2011
  • Re: Customer portal and responding to cases

    John- I&#39;m glad to hear that and yes we are working on that other issue with the comment section. -Michael
  • Re: Customer portal and responding to cases

    Michael, Ok this was strange, i just got anouther email from the same case. This time it took me to the reg sign in page where it just askes for your email address. So it looks like this is working.&nbsp; Thanks! The only thing left is the comment section.&nbsp; Its showing this:&lt;p&gt;&lt;b&gt;02-Aug-2011 08:07:00 AM, JohnM (staff) ...
    Posted to Method:Classic General Q&A (Forum) by John M on 08-02-2011
  • Re: Customer portal and responding to cases

    Hi Michael, Hey it works great thanks.&nbsp; I am sorry to say this but there one more issue that i forgot to mention.&nbsp; When the customer gets the email telling them they have a case, and the customer presses the url, it takes them to sign in page that requires them to have username and password.&nbsp; Is this correct? I thought they would ...
    Posted to Method:Classic General Q&A (Forum) by John M on 08-02-2011
  • Re: Difficulties with international characters

    jhcarboni- I have been able to duplicate this issue and have already created a ticket for our developers. I will update this post once the fix goes live.
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