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Noel,  It worked, thanks so much!

I created a new tab "update selected work orders" next to the "Activities and Work Orders" tab in the Field Service Customer screen. The idea is to be able to update several Job Setups at once (work orders series recurrence type) So far I got the "change status" and "change assing to" working, but I am ...

Google calendar is no longer syncing as of September 29 (I think that coincides with the day we had the crash and workaround)  Says the credentials for this connection with Google have expired or been revoked.  

Hi Wentsi, Try following my instructions below and let me know how it goes. I have tested the same on the stock Customer List screen with success. Click Edit to enter the Grid Wizard for Contacts and go to Step 3:Filters. Ensure 'Choose or create a View Name' is set to your default view - this is Shared Active Customer ...

Hello Jim, No, you are not missing anything. This is how the stock screen is configured where it does not allow you to add any comments in the follow up section. The reason behind this is once you set up the follow up, and if you click on the follow up activity, you can see the previous notes of the existing activities. Here is the link to the ...

Hello DavidD, I tested this scenario on the stock invoice screen and I can not see any issue with the Due Date. Here are the steps I took to test your query and the results produced; 1 - Created an invoice, entered Date 7/1 and Terms Net30. Result = Due Date auto updated to 7/31. 2 - Edited invoice, before saving, by changing ...

Hey Noel, I got to: Field: Special Type Field Type: Text Filter: Contains Get Value From: Value from Screen Select Value:Existing Customer Contact List  But I still see the duplicates. I'm not sure how from what I selected or any of the choices would filter out the contact jobs. Thanks!

Inder, My main issue with scheduling follow-up activities using the Schedule a Follow-up option is this:  I cannot specify different comments for the follow-up. For example, I complete an activity for a customer regarding Task A.  This activity leads to a follow-up activity of Task B.  Using Schedule a Follow-up, I do not see ...

If you haven't registered to join us at our Appreciation Event on Monday 20th October, during QB Connect in San Jose - now's the time! Register here. Come and take a first look at the new version of Method and enjoy libations and celebrations with the Method team! When?  Monday 20th October, 5pm - 7pm ...

Hello Jim, Here's my answer. If you want to create a future activity for the case you should use Schedule a Follow-up option. Let me explain in this way when you create a case on the basis of imcoming call, email etc, you create a activity for that. Since that activity(call, email etc) is already completed you do not set a future date ...