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Hi Andrew, Thanks for the question. I'll need a bit more information from you to properly debug this, if you don't mind. 1. When you say the end date is not working correctly, do you mean that nothing changes in it when you click -1? It stays the same? 2. Do the other buttons (-30, +30, +1) work as required? 3. Are you working on ...

swm023, are you saying you are still receiving the error you mentioned in your original post from this thread?  I am a little confused because I tested this in your account after adding back the "Work Order" Activity Type, and all seemed to be working.  I was able ot create new work orders, however I deleted them right ...

Hello again swm023, This can easily be done from within the Screen your are customizing in the Method Screen Designer.  Click on the "Advanced..." button on the top left of the screen, then click "next" until you get to Step 3 of 5 "Tab Ordering".  You have the option to move the fields up and down ...

Swm023, the SchedInv_Invoices screen was installed in your account when you downloaded the Scheduling and Invoicing app.  You would access the Sched_Inv_Invoices screen by going to your Scheduling & Invoicing Tab Group, or Tab, and selecting the "Invoices" tab link.  You can use either of the Invoice screens ...

Hi Swm023, I was able to determine the issue here, you are missing an Activity Type called "Work Order".  I have added this value back to your account manually, I have also supplied you with a screenshot, in case you need to do this to your other account.  Just go to Activities->NewActivity and click the ...

Innovative - I have one correction from my last post, I mentioned if you go through Method you would get 500 emails per day, this is not true.  Method users actually only get 500 emails total from Method, as we are bound to the same issues as the rest of our Customers. You could also consider using a 3rd party service like SendGrip, this ...

Innovative - I really can't give any recommendation on what mail servers will allow you to send bulk SMTP emails greater than 300 per day.  I would advise you google this to see what options are out there, as a quick search I found this link, it gives a list of some email providers and what their outgoing SMTP stipulations are. ...

Hi swm023, Matt, thanks for your help in this thread.   Swm023, from what you described in your last post if you want the CompanyName to change to your Lead Name, then you should put this action in on the Lose Focus action for CompanyName.  If you do this, it means that as soon as your cursor leaves the Company Name Field (meaning ...

Hi Ken, I assure you we do as much multi-browser testing as we can, sometimes issues just come up unexpectedly.  As I said above, this issue was fixed in the past, something recent seems to have caused it to show up again.  Please also keep in mind that this doesn't happen with every user that uses IE or Chrome, only a ...

Hi Innovative, I am not sure I completely understand what you are asking in this post.  If you are experiencing issues/errors using listbuilder with your Gmail account to send <300 emails in a day, this should work.  If you are having difficulities with this feature then you would need to speak with either your Method Solution ...