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I am glad it worked for you :) Have a great day! -Inder

Hello Meghan, Firstly, Call OnScreen Load Button has nothing to do with this. Here are few things that I want you to check: - Make sure that your "Call OnScreenLoadButton" is number one on order action sequence, then "Enter value into Field" and lastly "Call another Action Set Case dialog & New/Edit ...

Hello Meghan, Here's my answer. You can definitely set the Schedule a follow up to show automatically on the Edit Case Screen everytime it loads. Here are the steps that you can try: - Create a copy of the Edit Case screen and then click on the Advanced Screen Properties option. - Add action Enter Value into Field on screen and update the ...

Hello Micahk. Here's my answer. As mentioned by Adam in the earlier posts, you can definitely use our tagging feature to tag them and filter them with the tags or you can set them Inactive and then use them when any potential sale comes up. Unfortunately there is no other way to convert a customer back into lead apart from the option ...

Hello Industrialrobotix, Thank you for your interest in Method:Beta. To experience the new amazing look please sign up for Method:Beta . Read this blog post on details on what our new version is like, who should sign up for beta and why you should sign up. Hope this helps! -Inder

Hello Industrialrobotix, Thank you for your interest in Method:Beta. To experience the new amazing look please sign up for Method:Beta . Read this blog post on details on what our new version is like, who should sign up for beta and why you should sign up. Hope this helps! -Inder

I am glad that your issue is resolved and thanks for sharing the resolution. -Inder

Hello Robert.Cowart, I understand that by adding the column is not serving your purpose. Can you please provide me more detail on what are you trying to achieve here, that will help me to guide you in the right direction. -Inder

Hello Ivana, I am glad your issue is resolved.  Have a great day! -Inder

Hello Marcelo11756, You mentioned that you want the report with Completed Workorder in the specified daterange. In that case you dont have to add any button you can produce that report based on the stock screen.  Firstly, select the date range(From Date and To Date) on the Existing Workorder Screen, then on the Status filter type ...