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  • Community Webinar 9: Introduction to CRM: Level 3 - Customer Portals

    On Wednesday, September 16 @ 1:00pm EST, join Amanada Mahadeo who will be covering Customer Portals.  She will discuss how to use and setup Portals and how to help your company make the most out of using this convenient and cost effective medium.   So how do you join and participate in the webinar?  Simply follow the directions ...
    Posted to Blog (Weblog) by Anonymous on 09-09-2009
  • Re: paying bills

    You guys are AWESOME! I will give this a whirl today!!   THANKS!!
    Posted to Method:Classic General Q&A (Forum) by pholcer on 09-09-2009
  • Re: Join Types with Report Designer

    P.S. don’t worry about clarifying join types, I just got a quick refresh on ‘Databases 101’.
    Posted to Method:Classic General Q&A (Forum) by Method_Valbon on 09-09-2009
  • Re: paying bills

    Hey Phillip, We took a bit of time to get to the bottom of this one, but yes I can confirm this can be done in method. To do it just like QuickBooks, it is a very advanced screen, and we are working on getting it created for our users as soon as we can.  Once we have that, we can send you a copy of it to work from.  We hope to have ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 09-09-2009
  • Re: Join Types with Report Designer

    Josh, Can you please clarify what you mean by 'join type' and 'right outer join'? Try the following and let me know what you find. 1.    Click on the Detail Report band. 2.    On the right hand side under ‘Property Grid’ what’s currently listed for ‘Data ...
    Posted to Method:Classic General Q&A (Forum) by Method_Valbon on 09-09-2009
  • Re: Saving Field Properties

     Hi Joe, I got some feedback and this was actually designed this way.  However, based on your suggestion we are looking into saving the data once the checkbox is checked/unchecked.  This update most likely will be ready next week.
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 09-09-2009
  • Re: paying bills

    Any update on this? I have a project pending on this screen. It'll have to be closed out and money refunded if we can't get it up and running. We're already two weeks late because of this. So I'm pretty much out of time.  Thanks!!
    Posted to Method:Classic General Q&A (Forum) by pholcer on 09-08-2009
  • Join Types with Report Designer

    I am trying to create a report that will list all the parts that belong to a customer, but it's only showing 1 item per customer.  Is there a way to specify the join type.  i would like to use a right outer join so it will show all the items by a customer.   My master table is "Customer" and my Detail table is ...
    Posted to Method:Classic General Q&A (Forum) by CDS_Josh on 09-08-2009
  • Re: Email Integration

     Hi Michele, After further investigation and research in Microsoft's knowledge base, we found that in some situations a service pack needs to be installed on computers with Outlook 2003, it seems to be a common issue. Try this and let me know if it works: 1. Download ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 09-08-2009
  • Re: trouble creating work order

     Hi Ryan, In that case you'll need to add Work Order as an Activity Type. To do this you can go to Customer Center > Customer List > Activities, Select a customer from the grid then add a new activity, you would then be able to add a new Activity Type - Work Order by clicking on the 3 dots next to the Type* field. Once this is ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 09-08-2009
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