Method Community

Thanks Amanda.  The use of sub reports would be a great tool to have in the future.  It could solve a lot of issues we are currently experiencing and would give more flexibility to reporting.

just seen the work orders are appearing on the calender but i cannot see then in the current work order page,?   is there a page where i can find out how to use the work order function correctly, i have a feeling this is not working because i am not sure if i am using it correctly :) thanks

Hi Amanda, Thanks for the instructions, Much appreciated! althought i never modified the original screen i tried replacing it without any luck. in trying the second attempt i have"un-hidden" the type field, so it is now visible on screen. i have to make sure a work type is selected before selecting the customer, to avoid error ...

Further investigation...  Found that the installer unpacked the files to the directory.  Documents_and_settings\office_manager\local_settings\Applications_Data\Microsoft\Outlook\Outlook_Add-on_for_MethodIntegration.  ( I have several users on this PC but am currently using Office Manager) Several *.dlls and MethodCRMAddin.exe in ...

 Amanda, Since I have tried several add-ins etc over the past couple years, per your suggestion, I reinstalled Outlook on my PC.   The result was a bit messy.  The new install disconnected me from my .pst file so I initially lost my data.  Got that back, although now it shows up in a seperate folder.  Still ...

Paul, I am not having the same issue in IE8.  Will use that until you notify me of a fix.  Thanks!

Marcus and Joe - to get around the annoyance (and we admit......it is pretty annoying!), can you use IE8 for the next couple days?  Correct me if I'm wrong - I believe it is only a FireFox issue right now. Paul

Thanks, fellow end-user...and Amanda!  Hope my scroll wheel finger holds out. :)

  Hi Joe, We’ll look into both these situations and keep you posted. Val

Good afternoon, This is the 4th installment in a series of 6 Method CRM movies, so if you haven’t been tuning into the movies so far and would like to watch them in order, view the Sales Center, Call Center and List Builder movies before proceeding on.    Movie #4 – Customer Portal The Method customer portal is a ...