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Found it! CRM 2.0>Customer Edit> Additional information tab> Terms.
That will work
John M
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Greetings
Found the following missing screens. These are all standard Method screens
Field Services>Dashboard> CRM Reminders>My Incomplete Activites: Not working
Field Services>Dashboard> CRM Reminders>My Incomplete Oppunities: Not working
Field Services>Dashboard> CRM Reminders>My Incomplete Customer Service Cases: ...
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Greetings,
I changed quickbooks invoice terms to a Net15. When i processed my monthly invoices its showing Net30. I was hoping quickbooks would change method to net 15. Any ideas?
John M
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Greetings,
CRM 2.0> Customer and Contacts list> Edit Customer>Contacts.
I have a few customers that have two conacts. The first name will not show in the conacts grid. When i click on edit conact it talkes me to a screen and the conact name is there. Whats strange is it will apear in the grud and if i come back ...
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Sounds good. I'll look forward to hearing back.
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cpitts,
I am going to need to test this out even further. I think I am able to duplicate your situation, and want to confirm a couple of addtional items.
-Michael
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Hi
Can anyone tell me how to delete a whole bunch of future workorders without having to go into each one separately?
Thanks for your help.
~Deb
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Matt - I am try and duplicate this different ways and look into why this could be happening.
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The webinars listed below reference older screens and/or features that are no longer used in the most recent updates available through Method. It is likely that newer webinars will be recorded to cover topics listed on this page. While some of the information may still be relevant, it is important to be aware and cautious of ...
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Birch,
It's probably is a better idea to put these action in the same location where you generate the report that displays this info and not on the OnScreenLoad for the screen. Are you updating based on RecordID from Row? If not that could be the issue. Also another suggestion is to loop through grid instead of through the table should make ...