Method Community

 Michael,   Yes and yes, it is step 5 and in each case it solved the problem for us.   Boyd

  Michael, FYI I had a few of my franchisees having the same problem and as Iooked into the problem I found in each case the role was not defined in the user set up.   Boyd

    Have you found out what the problem is yet?   Boyd

   Mapping - When attempting to map one or more addresses from the FieldServices Work Order List screen, several of our franchisees are getting a series of errors and odd browser behavior from both Internet Explorer and Firefox. From Firefox, when we select a work order and then click More Actions > Map and Directions ...

 Paul,   Thank you very much for this heads-up concerning the problem.  It is so much better for all of us when we are kept informed of issues rather than having to guess what is happening.    Thanks, Boyd

 I would like to see a webinar about the mapping portion of QXO. Catagory:  Customization Topic:  Optimize route and route list Scenario:  I click on mapping and optimize my customer route. Now I go to my route list under work order list and print my route list.  How do I get the route list printed there to print the ...

 Go to customize screen for Field Service_Customers Under additional information click edit lead status On the opening page you can check or uncheck default for lead status

 Hello Matt,   An email is on the way.  Thanks again for such a quick response.   Boyd

 Is there a way to import from excel new information to existing customers.  The API that I am using will not let me import to an existing customer.  I have created new fields in the customer table and have customize my customer screen.  I now want to import from excell the new information to existing customers.  Does ...