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Hi Marcelo,
The main difference is that when you delete a work order, it removes it from the system. Cancelling it leaves a record of it on the system. Deleted work orders are typically if you create a work order by mistake -- cancel is useful if, for instance, you have to cancel some day's work because of something business related, and need ...
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Hi: I am new to method CRM. How do I use my existing work order layout, to print the same way when I print out a work order with method. If there is a manual that explans how to go about doing this please send me a link. Thanks Guy
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I'm running into an issue with one of my dropdown fields in a grid. In my Work Order Activities it has an option for Customer Equipment. It will not filter the choices to just the current customer. Instead its showing the entire table of equipment.
When I go into the screen and review the grid, the dropdown will not allow a ...
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Is there any differnce between deleting a work order vs changing the status to cancelled???
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Hello Shelley,
You most likely took off a field on the screen that an action needed, either on OnScreenLoad or a button. You can either go through the actions on your screen checking for fields that they require or you can add back any fields you took off the screen.
- Greg
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Do you have any info that I can read or any video on Job Costing
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Thanks, Mark,
I will be contacting you offline to get some details and quotes.
Mahlon
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Hi Kurt,
There actually is no way in Method to change the ContactType value, this is a field in QuickBooks that we can read but not modify/edit in Method. If this is for QuickBooks Desktop version, I can tell you that we sync with the main QuickBooks contact, which shows up as the "Primary Contact" in QuickBooks, which when ...
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Hi Nancy, and welcome to our Forums,
Q1: INactive customers - do they all come over with the first sync?
- Yes, on your first sync, your inactive Customers should get synced over to Method. If you don't see them from your Customers->Customers and Contacts List screen in Method, make sure you have selected the "view ...
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