Method Community

Hi John, We have come across this issue and a fix has been put in place that should be pushed out to the live site soon. Once it is, I will update this forum post and let you know. -Michael

Greetings, Is there anyway of sending selected invoices and have them get emailed out in method? John M

Found it! CRM 2.0>Customer Edit> Additional information tab> Terms. That will work John M

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: ...

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

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 ...

Sounds good.  I'll look forward to hearing back.

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

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

Matt - I am try and duplicate this different ways and look into why this could be happening.