Method Community

Hi John, You should still be able to do that. When you are editing a case in the Case Dialog & New / Edit Activity tab section you should be able to choose Work Order for the Activity Type. -Michael

Greetings, CRM Pro> Case List> Choose a case.  After i choose a case, it takes me to the edit case page. The page loads up with no data, a message from windoes pops up say, Do you want to continue working with a unsecured page?  It askes me yes or no.  If i choose yes or no everything works. Update: This window only shows up ...

TogsTeam-  What is displaying in Resolve Conflicts for table SalesRep? QuickBooks shouldn't allow duplicates for SalesRep intial so there should be conflicts about duplicates.

Hey Michael, From the old CRM, I was making up cases for everything from customer questions to internal issues.  When i created a activity for a case, i would choose Work Order. A work order woud then appear in Field Services. Thats what im looking for unless there is a new way of creating work orders. Thanks, John  

Our integration engine display is providing the following message, indicating an issue with the SalesRep table: 7/27/2011 11:41:47 AM 'Entity' 4 conflict(s) - open Method and click the QuickBooks tab, then Resolve Conflicts 'SalesRep' Too many conflicts on SalesRep to proceed further. Please go to QuickBooks...Resolve ...

Hi John, A 'Work Order' is essentially just an activity with the type Work Order. How were you previously creating a Work Order from a case? -Michael

Greetings, Method CRM Pro> Cases> Edit Case> Case Dialog New/ Edit Activity.  I I use to be able to make work order from a case but it dosent seem to be working unless there is a new way of preforming this.    John M

pdirect- We are aware of this and have already created an internal ticket to address this. 

After updating to the latest version of Method, we have a problem with email addresses not auto-populating in the activity window when we check the "send an email" checkbox.  Here is how to duplicate the issue. 1. Create an appointment in Outlook and use the "add to method" button. 2. Associate the ...

John- It shouldn't of removed it i am not sure what happened there but i'm glad to hear it now works :) -Michael