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Hi there,
I am wondering if anyone can help me determine how the Routing works in the system. We are wanting to sort our Route List for a specific date range by the customer's address as the services we provide on a daily and weekly basis are done by street and also in a specific address order on that street.
If anyone can ...
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QuickBooks doesn't even have a lead status only option, so that doesn't make sense.
And besides, you automatically check this box in your Outlook Integration tool, so why not be consisten in your own application? I showed the Outlook tool to our reps today and they thought it was wonderful that the integration tool ...
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It does not show up when I click the "Go To" link on the item list page. These products were created in QuickBooks. We never create products in Method. I could send you a screenshot if needed.
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pdirect,
[quote user="pdirect"]
I know I can check that box, but the point is that the box should ALREADY be checked by default as too many times the reps forget and don't check it. This box is checked by default with the Outlook integration tool, so why not have it checked by default in the Method web ...
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pdirect,
When you edit a grid in Step 1 of 8 you have an option to set the number of rows to display. You can also temporally change the number of rows that are displayed in a grid by clicking the + at the bottom of any grid.
-Michael
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pdirect,
Please refer to your other post here.
-Michael
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pdirect,
The On Hand quantity should show up. Is this happening for all inventory items? Did you add these items directly in Method or in QuickBooks?
-Michael
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pdirect,
The Method Outlook Add-in's sync is bidirectional but it is not an automatic sync like Method is with QuickBooks. You will have to click on the Synchronize button in Outlook anytime you want to synchronize appointments either to or from Method.
-Michael
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pdirect,
This old post should point you in the right direction (Link).
-Michael
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pdirect,
You can add the File Attachment type field to the customer table and use that to store an attachment. Each File Attachment field that you add can only store 1 attachment per customer, so for example if you want to store 2 attachments per customer you would need to add 2 File Attachment fields. After adding the field you will also need to ...
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