-
mlepitt-
I took a look at the SO's you pointed out on the orginal Method sales order screen and Wait for Sync Approval is checked, which prevents it from going to QB. If you were to uncheck it and click Save it should go over to QB.
-Michael
-
Katie-
[quote user="Katie G"]
1. Is there a way to schedule subcontractors for a work order if they are not a user?
What we are trying to do is to be able to see on our calendar which days subcontractors will be on a jobsite as opposed to our own employees.
[/quote]
You would still need to add them as users but you create them just ...
-
bbullins-
Logging out and logging back in refresh the screens that the tab links were pointing to, which is what resolved your issue.
In regards to the report we are still looking into this.
-Michael
-
mlepitt-
If you make a change in a grid for example and don't actually click Save and just click Update on the grid then the change will never make it to QB.
In the Save All Sections action found in save buttons it calles something called Send To Desktop which actually pushes the change. Could this be the issue?
-Michael
-
pdirect-
Here are some recent changes that have been made to Opportunities http://www.methodintegration.com/cs/blogs/releasenotes/archive/2011/11/11/method-crm-updates-november-5-november-10-2011.aspx
-Michael
-
One more thing to add is that once we do implement roles on a screen level we will have a document outlining the specifics.
-Michael
-
d.weigle-
There are no existing fields besides the one you mentioned that were designed for SIC code or Business category.
-Michael
-
d.weigle-
At the moment none of the standard Method screens take advantage of roles on screen objects/fields. The only place that these are set by Method right now are at the tab and tab link level. We currently don't have a list of what roles have access to what tabs but if you edit the tab it is displayed there.
-Michael
-
Michael-
This issue should now be resolved. Let me know if that is not the case.
-Michael
-
d.weigle-
Watching this webinar HERE will help you understand how roles work in Method.
-Michael