[quote user="MikeB"]For a "Main Account" job type, I can change the rep to the new rep and save, but the old rep comes back when I re-open. A new sales order made from this job type has the old rep in it[/quote]
What do you mean for a "Main Account" job type? Are you working with a custom Method screen ...
Andy - can you please do the following.
Within your account enable the MethodSupport user by going to Customize>>>Users and placing a checkmark beside this user.
Email (do not post to this forum) your exact Method account name and Method screen name. Please be sure to include the url of this forum thread in the email to help me ...
Hi Blake - I had to dig this up from our Release Notes.
"Auto grow" on grids - Using the grid wizard you can now specify if the grid should expand vertically to fit its contents. As you may have already seen in the new Customers screen, the Activities grid now shows the CRM comments directly in the grid. If the contents are greater ...
Mike - two parts to this answer.
If you make this kind of change in Method it will not go back and make changes to previous records. In other words, you are telling Method to change the rep for future records.
As a side note, you could run a button with some actions and criteria to update the past entries with the new rep. Start a loop ...
Andy - yes, if you edit the grid wizard it sounds like you are not allowing user to add directly from the grid. Make sure you double check steps 5 & 6 in wizard.
There's more than one way to do something like this. Here are my thoughts on a simple approach.
First off, you would need to define which existing fields or add new custom fields for the data. I assume you will want to use the Customer table. Possible fields would include:
JobPercent - a an integer or decimal ...
Based on your comments it could be that the field (column on grid) is set to be read-only.
Edit the grid and navigate to step 2 of the wizard.
Click on the advanced option for that field.
Make sure the option for 'Make Read Only' is not checked.
Let us know if that helps. Thanks.
This should happen automatically if the method suer is linked to a QB Entity that has rep initials. Can you confirm that the user who is logged in that is created the lead is associated?
This can be done in Method by going to Customize>>>Users. Edit the user and in step 1 ensure there is a selection for the option that reads ...
I agree with Mark. Although Method CRM does offer email or SMS reminders (if the user opts in for them) that are sent out approximately 15 mins before the activity is due, if you'd like a complete list sent to a particular person this would require customization. I don't see this being very difficult to do.
My question to you ...
Yes, we certainly do have info on the import tool. Let's start by providing you with two things.
Use our Help Center for an article on this topic (click here)
Try following a webinar on this (click here) for a list of webianrs and search for the Import / Export Tool
Let us know how this goes.