Method Community

How can we print all sales orders with the "To be Printed" box checked?

Hello SoIP, I am glad that your issue is resolved. But I am also providing you the link for our helpcenter article on Setting up Users. We also have alot of amazing articles and video tutorials in our Helpcenter for your future refernece. I hope this helps. -Inder

NVM - found it: Customize Tab -> User Tab

How do you do this? I can't find it anywhere. Just as a basic sales recommendation, you should make adding licenses very easy.

Hi there, I am struggling to find a way to add multiple customers and / or contacts to an activity. Can someone please point me in the right direction?

Got a question. Is there a way to use Teams ONLY on the "Assigned to" function of the Work Order? Does this "assigned to" field HAVE to be assigned to Users? Can it be assigned to Teams instead? I want to use the Field Service Calendar for scheduling purposes and my problem is that we send out multiple people out to ...

Hello Jim, I tried your steps in my account, exactly the same way as you stated in the above post and report is showing up in in Custom Report List. I am not sure why exactly it is not showing up in your account. I would suggest to call on our support line 1-888-925-6238 option 2 for support so that we can look into that and assist you with the ...

Inder, I actually started from scratch.  Here's what I did: - I selected New (Create a new blank report). - I then selected the Activity table as the Master Table.   - I named the report "Activities by Type - Installed Demos". - I selected Customer.LastCompleted ActivityRef as Detail Table 1. - I then ...

Hello thesolarguys,      The developers are still looking into the ticket. I currently do not have an ETA on when we can expect the fix.   I apologize for the inconvenience. Greg

Hello Jim, Can you provide a bit more information about which Activity Report is your Customer Report based on? I tried to reproduce the same thing on my account and it is working fine. This is what I did, - Firstly, I open the Activity report in Report designer in this case it is "CRM_Activities_ByAssignnedTo.". - Then ...