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Hey,
After reading over both posts, I thought of using the Opportunities screen to track all of this. Create a opportunity for each sale, Here you can document the lead,(we can add more fields for this as well) then you can link the invoice to the opportunity to keep track of what invoices are from what referrer.
The opportunities screen ...
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I am trying to add a "grid of static text" to a form.
I am not interested in linking the grid to any activity or action, i am only trying to create a "field tech checklist"
that is manually marked... (4 columns, 15 rows)... to appear on all work orders.
I tried to add grid, doesn't seem to be good ...
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Hello Greg,
Before I can start pointing you in the right direction I need more info. Perhaps outline a scenario from start to finish and let me know what results you want in the end. That way I can better guide you.
Right now I'm not sure if there should be a relation between Parts List and Part Order Form and if there ...
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Hey,
We do not have a forum section specifically for sharing report templates. Posting like this is the best way to get attention from other users. The reason we do not put up a separate forum for sharing is because in order to share this data, you would need to give out the following information:
Account Name:
User Name:
Password:
You can ...
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Hello,
Thanks for pointing this out, I was able to replicate this on my end. We'll look into this and keep you posted.
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Is there a thread for users who are sharing "Templates" ?
I am looking for a "Work Order" for the Pest Control Industry.
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In August 2008 we were advised that mapping was expected to be part of field services that was to be released in September of that year.
I signed up to method last July with an understanding that Google maps was expected to be integrated with schedulling for release in your Fall 2009. If Mappoint covered Australia I would use QXpress as the ...
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Just got a new computer, so I decided to load Office 2010 beta. Just loaded the latest Method Addin and everything seemed to work OK. The only wierd thing is Microsoft decided to change the toolbar, so it displays a little differently.
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Richard - we did a big platform upgrade yesterday evening. This is the culmination of the development team's efforts for the last two months putting in fixes and new features into Method.
I don't think you'll really see any of the "goodies" right away. What this platform upgrade does is let us now start to create ...
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Sooo, this wasn't an update with goodies?
First time I log in?? I've been logging in since August. A bit confused here.
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