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  • Re: Closed Opportunity

    This is not working properly for us. Our closed won opportunities are still appearing in the pipeline.
    Posted to Method:Classic General Q&A (Forum) by Katie G on 03-13-2012
  • Re: Closed Opportunity

    The closed stage selected is "Closed Won". Does it have to be set to "Closed Lost" to move the opportunity out of the pipeline?
    Posted to Method:Classic General Q&A (Forum) by Katie G on 03-13-2012
  • Re: Closed Opportunity

    Thank you. Yes, I don't want to delete the stage. I just want to be able to close an opportunity so the $ amount for the opportunity is no longer in the pipeline once it is closed.
    Posted to Method:Classic General Q&A (Forum) by Katie G on 03-13-2012
  • Re: Closed Opportunity

    How can we take won opportunities that turn into sales out of the pipeline? Once they become jobs we no longer want them to be included in the pipeline.
    Posted to Method:Classic General Q&A (Forum) by Katie G on 03-07-2012
  • Re: Closed Opportunity

    I don't think we did anything to customize the screen. When hovering over "New Opportunity" it says: CRM_NewOpportunity from TemplateOnlineCRMQBDesktop (#402) Once an opportunity is closed, shouldn't the $ amount of the opportunity no longer be in the pipeline since it is converted to an actual sale?
    Posted to Method:Classic General Q&A (Forum) by Katie G on 03-07-2012
  • Closed Opportunity

    The "Closed Opportunity" function does not seem to be working properly. We used the word "closed" in the stage name. The probability is then changed to 100%, but the pipeline still shows the original amount. Shouldn't the pipeline go back to $0 once an opportunity is closed? Thanks
    Posted to Method:Classic General Q&A (Forum) by Katie G on 03-05-2012
  • Re: Error Log

    I am getting the same error message: Expecting 'End Loop Through Grid'. Action order: 16 Oh-oh. Your actions didn’t pass Method’s latest and greatest logic validation. If this screen worked earlier and has now stopped working, we recommend your administrator adjusts the actions to resolve this issue.   But ...
    Posted to Method:Classic General Q&A (Forum) by Katie G on 02-16-2012
  • Questions about Field Services

    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. 2. How can we assign our own equipment to a particular work order? For example if we have a work truck, and we want it ...
    Posted to Method:Classic General Q&A (Forum) by Katie G on 11-11-2011
  • Entering Vendor Credits

    We tried to enter our first vendor credit in Method today. An error message came up that read: "This record could not be saved. The version of your accounting software does not support edits on this list or transaction from 3rd party software. Try editing the record directly in your accounting software instead." However, the ...
    Posted to Method:Classic General Q&A (Forum) by Katie G on 11-04-2011
  • Error Message when entering bills

    I am getting an error message when entering a new bill. When I select a vendor for the bill, I get an error message that reads "Please make sure a valid value for 'Vendor' has been entered. It is a required field. Additional Information Action Sequence Order:1"  
    Posted to Method:Classic General Q&A (Forum) by Katie G on 10-31-2011
Page 1 of 1 (10 items)