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  • Serial Number Tracking

    A user submitted the following question: I followed the Webinar instructions on setting up serial number tracking.&nbsp; I have verified that the &quot;is serial number tracking required?&quot; box is checked against the item however, I am still not able to populate the serial number field within the bin.&nbsp; I noticed that when I open ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 07-23-2010
  • Re: CITRIX Environment

    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.&nbsp; Hope this helps!
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 07-22-2010
  • Re: Customer Import & QuickBooks Integration Issue

    &nbsp;Hello Rick, I used the Method Import/Export tool which can be found by going to Customize &gt; Integration Tools &gt; Go to Import/Export. I created a CSV file and added the &#39;Name&#39; and &#39;IsLeadStatusOnly&#39; fields to the Customer table. I entered the name of the Leads under the &#39;Name&#39; field and &#39;True&#39; as the ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 07-22-2010
  • Re: Another question related to Report

    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&nbsp; sales order pdf file then sent&nbsp; to the customer??
    Posted to Method:Classic General Q&A (Forum) by ian on 07-22-2010
  • Re: Display and filter by activity date

    &nbsp;Hey Kevin, I wanted to point out that phone calls and emails are both considered &ldquo;Activities&rdquo; in Method. However, they can be assigned an &ldquo;Activity Type&rdquo;. Examples: &ldquo;Phone Call Incoming&rdquo;, &ldquo;Email Sent&rdquo;. Let me know if you want to search for the last date based on activity type, or if you ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 07-22-2010
  • Re: Another question related to Report

    &nbsp;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&#39;s on the Sales Order. You ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 07-22-2010
  • Re: Provide your suggestions for webinar topics

    &nbsp;I would like to see a webinar about the mapping portion of QXO. Catagory:&nbsp; Customization Topic:&nbsp; Optimize route and route list Scenario:&nbsp; 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.&nbsp; How do I get the route list printed there to print the ...
    Posted to Method:Classic General Q&A (Forum) by Boyd on 07-22-2010
  • Re: Opportunity Report

    &nbsp;Thanks Cindy, keep me posted.
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 07-22-2010
  • Re: Can additional filters be created for a grid

    Hello Rick, It is not possible to add an additional field dropdown for the grid filter. However, you have&nbsp;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 ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 07-22-2010
  • Re: Opportunity Report

    Hi Amanda, I have watched the webinars multiple times, but I&#39;m going to watch it again to see if I can resolve before I answer your questions.&nbsp; I&#39;ll get back to you.&nbsp; Thanks!
    Posted to Method:Classic General Q&A (Forum) by Cindy Murphy on 07-22-2010
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