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  • Re: Resolve Conflicts / Import Issue

    QuickBooks returned an error when adding/modifying a accSalesRep record. The error was: There was an error when saving a SalesReps list, element &quot;SS&quot;. QuickBooks error message: The name you have chosen is already associated with another sales rep.. The Request was: &amp;lt;?xml version=&quot;1.0&quot; ...
    Posted to Method:Classic General Q&A (Forum) by TogsTeam on 07-27-2011
  • Re: making workorders from cases

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

    Greetings, CRM Pro&gt; Case List&gt; Choose a case.&nbsp; 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?&nbsp; It askes me yes or no.&nbsp; If i choose yes or no everything works. Update: This window only shows up ...
    Posted to Method:Classic General Q&A (Forum) by John M on 07-27-2011
  • Re: Resolve Conflicts / Import Issue

    TogsTeam- &nbsp;What is displaying in Resolve Conflicts for table SalesRep? QuickBooks shouldn&#39;t allow duplicates for SalesRep intial so there should be conflicts about duplicates.
  • Re: making workorders from cases

    Hey Michael, From the old CRM, I was making up cases for everything from customer questions to internal issues.&nbsp; 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 &nbsp;
    Posted to Method:Classic General Q&A (Forum) by John M on 07-27-2011
  • Resolve Conflicts / Import Issue

    Our integration engine display is providing the following message, indicating an issue with the SalesRep table: 7/27/2011 11:41:47 AM &#39;Entity&#39; 4 conflict(s) - open Method and click the QuickBooks tab, then Resolve Conflicts &#39;SalesRep&#39; Too many conflicts on SalesRep to proceed further. Please go to QuickBooks...Resolve ...
    Posted to Method:Classic General Q&A (Forum) by TogsTeam on 07-27-2011
  • Re: making workorders from cases

    Hi John, A &#39;Work Order&#39; is essentially just an activity with the type Work Order. How were you previously creating a Work Order from a case? -Michael
  • making workorders from cases

    Greetings, Method CRM Pro&gt; Cases&gt; Edit Case&gt; Case Dialog New/ Edit Activity.&nbsp; 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.&nbsp; &nbsp; John M
    Posted to Method:Classic General Q&A (Forum) by John M on 07-27-2011
  • Re: Email Address Problem

    pdirect- We are aware of this and have already created an internal ticket to address this.&nbsp;
  • Email Address Problem

    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&nbsp;&quot;send an email&quot; checkbox.&nbsp; Here is how to&nbsp;duplicate the issue. 1. Create an appointment in Outlook and use the &quot;add to method&quot; button. 2. Associate the ...
    Posted to Method:Classic General Q&A (Forum) by pdirect on 07-27-2011
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