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A user submitted the following question:
I followed the Webinar instructions on setting up serial
number tracking. I have verified that
the "is serial number tracking required?" box is checked against the
item however, I am still not able to populate the serial number field within
the bin. I noticed that when I open ...
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Hey Beth,
We currently do not support any technical troubleshooting on Citrix/Terminal Servers.
Method will work on these systems, but does require a lot of configuration that we cannot provide.
The only Citrix and Terminal Server systems that we do supported are InsynQ and Right Networks.
Hope this helps!
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Hello Rick,
I used the Method Import/Export tool which can be found by going to Customize > Integration Tools > Go to Import/Export. I created a CSV file and added the 'Name' and 'IsLeadStatusOnly' fields to the Customer table. I entered the name of the Leads under the 'Name' field and 'True' as the ...
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Hi Amanda,
Thanks for answer, this solution sounds great for me, just one more question , is it possible to customsize the sales order screen and add a button to sent email and automatcally attached sales order pdf file then sent to the customer??
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Hey Kevin,
I wanted to point out that phone calls and emails are both considered “Activities” in Method. However, they can be assigned an “Activity Type”.
Examples: “Phone Call Incoming”, “Email Sent”.
Let me know if you want to search for the last date based on activity type, or if you ...
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Hello Ian,
Thanks for getting back to me.
Based on what you describe, it appears as though the customer portal would be a good solution for you. You can customize it so your customers can view their Sales Order. Perhaps add a text field and a check box to the portal where they check if they agree with what's on the Sales Order. You ...
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I would like to see a webinar about the mapping portion of QXO.
Catagory: Customization
Topic: Optimize route and route list
Scenario: I click on mapping and optimize my customer route. Now I go to my route list under work order list and print my route list. How do I get the route list printed there to print the ...
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Thanks Cindy, keep me posted.
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Hello Rick,
It is not possible to add an additional field dropdown for the grid filter. However, you have 2 alternatives available to you.
The 1st option is to enable editing within the grid. Provided the field is a dropdown, the users can click on the down arrow next to the field and see the dropdown list. Keep in mind, by making the ...
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Hi Amanda, I have watched the webinars multiple times, but I'm going to watch it again to see if I can resolve before I answer your questions. I'll get back to you. Thanks!
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