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Michael,
I am guessing that when i did the update it removed my Recent Transations page, i am not sure. Put a link in and it works great. thanks!
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Greetings,
CRM Pro> Leads> Estimates>Save & Email:
I get the following error. Action Sequence 38 Cound not find the tablink Recent Transaction.
CRM Pro> Leads> Invoices> Save & Eamil:
I get the following error. Action Sequence 40 could not find the tab link Recent Transaction.
CRM Pro> Case> Edit Case> Case ...
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Greetings.
If i understand this, the mini URL that is sent by email to the customer is suppose to be connected to the persons email address in method. What happens if i have one client with 15 properties. I am going assume that i will get 15 different mini urls correct? And when he enters the same email addresss for all 15 URL's it ...
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Awww the wisdom of Method came to my mind. You guys are good.
Customize>Customer portal transactions>Grid>Show PDF> look in actions for "if Estimate" then change the show PDF to the desired reprot. Works great. Thanks
John M
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Greetings.
I made up this slick etimate report that has phases collums and such. I customized all the buttons to this new report. When i send this to customer portal, i get a different estimate report. How can i change this to my new estimate report?
Thanks, John M
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Greetings,
Is there a way to copy grids and/or objects while making up a new screen? I made up one grid now i need a few more and i dont want to go through all the actions again. I have a idea i am working on.
John M
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Michael
I called ATT today. They said I was trying to send this at a time the server was really, really busy and because a program, Method, is creating a email, there are extra steps that ATT takes that are taking place to make sure your not spamming. I was at a Kinkos one day and the same error message popped up. The interesting ...
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Greetings,
I am get this message though out Method. Dosent matter if I am sending out a invoice, report, case.Some days i get this all day long, some days never at all.
Error^Action Sequence 31. Error with user authentication: Server says: 500 5.5.1 Command unrecognized: "AUTH LOGIN"
John M
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Morning,
I did my first project. So i created a project in field services and method created 5 work orders. So every day i entered job costing information for each work order. What i did not realize is, at the end of the project, i could not see all the job costs for those 5 work orders. I could only get a job summery report for each work ...
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Greetings,
Method downloaded a update to the Method sync engine yesterday. Now i cant get Quickbooks to exit. The sync engine will shut down but quick books is saying that the syce engine is using it. I left the computer on for 6 hours, so it went into hybernation mode. you think quick books dosent like the hybernation mode?
John M
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