Method Community

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!!

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 ...

 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 ...

 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 ...

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 ...