Method Community

Hi Amanda, Thanks for the info, I have set it to hidden, but under the default value drop down list, "work order" isnt there, instead it is all the services i added in the calendar screen for creating a new job on the calendar. as the default value wont let me put it blank i have had to keep it on plumbing. hope this provides a bit ...

 Hi Ryan, Thanks for the additional info.  The reason we made the Activity Type field hidden was to prevent users from changing the default value "work order" to anything else.  In your case, I see that you have changed the field to un-hidden and the value to "Plumbing/Gas Work" and this is the reason why it is ...

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. :)