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I'm new to Method and can't seem to figure out how to copy the information (such as address, contact, etc) from an existing customer to a new customer. I am trying to create new jobs for a customer and all of the contact information is the same, so I don't want to re-enter it.
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cpitts,
What is listed in the Summary property for your summary field?
-Michael
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Summary Fields. Not hardcoded. We did not customize that action- just left it with the template that's already in place.
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This may drive me crazy... now I can only see one line for billing again. I had to manually bill my client because I cannot figure out how to have each time tracking entry be on it's own line on the invoice.
Other ProServices gripes:
When converting an activity to a time entry, the time entry screen does not properly pop up, it seems to ...
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Hi Boyd,
Thanks for the info. Are you refering to step 5 of editing a user? Does setting a role fix this issue for you?
-Michael
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Hi Boyd,
Our dev team has figured out the issue and is working on the fix. I will update this forum when I have more info or when it is resolved.
-Michael
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Michael,
FYI
I had a few of my franchisees having the same problem and as Iooked into the problem I found in each case the role was not defined in the user set up.
Boyd
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Have you found out what the problem is yet?
Boyd
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Innovative,
As soon as I have any updates on this or a resolution this forum will be my first stop :)
-Michael
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Michael,
I guess no need for me top pay for it based on your message it appears you see the bug... This export feature is very important as we cannot run our sales reports for the day please let me know asap of time when u think it could be resolved
thks
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