Search results by user ID 4241

Sorting vendors by Type

mikefieldhouse — Wed, 23 Feb 2011 10:19:54 GMT

Hi there

I'd like to be able to search/sort my Vendors by type.

For example - select Contractors - and see all the contractors listed in the vendor list.

Is this possible? If so, how.

Let me know.

Thanks

Mike

Go to screens not working...

mikefieldhouse — Tue, 21 Dec 2010 15:45:37 GMT

The Go to links in transactions on our CRM version are not working. I suspect that these have not translated when I created bespoke screens - what do I need to change to make these work?

Let me know

Thanks

Mike

Error showing invoices

mikefieldhouse — Thu, 18 Nov 2010 16:34:37 GMT

Hi Guys

Trying to find invoices on the system and get a dead page - please see below

http://www.youtube.com/watch?v=-zUvCC3HlWw

Let me know your thoughts

havefun

Mike

Re: Opportunities - add additional contact information

mikefieldhouse — Thu, 11 Nov 2010 12:22:55 GMT

Hi Matt

If I click on the Customer name in the grid I get a page with the tab headers - but otherwise the page is blank.

Any thougths.

Windows 7, ie 8 working in fallback mode

Havefun

Mike

Opportunities - add additional contact information

mikefieldhouse — Wed, 10 Nov 2010 08:07:10 GMT

Hi there

I've been caught by this several times. I enter info into an opportunity and then later get more contact information. There is no apparent way to add that information - please see this screen reccording

http://www.youtube.com/watch?v=yyT9X6IBaZE

Let me know your thoughts.

Havefun

Mike

Re: Professional Services Webinar Questions - Sep-01-2010

mikefieldhouse — Sat, 09 Oct 2010 07:34:18 GMT

Is the Method Pro-services webinar still available to view? Can you provide a link please.

Thanks

Havefun

Mike

Changing Activities in Method - doesn't sync

mikefieldhouse — Mon, 04 Oct 2010 16:55:48 GMT

Are there any rules regarding modifying activities in Method.

I've been updating activities and have realised I've missed loads of actions because they weren't syncing with Outlook. Some seem to ne updating - and others aren;'t

Any thoughts?

Mike

Re: Exporting a Mailing List

mikefieldhouse — Sat, 25 Sep 2010 16:47:07 GMT

Hi Amanda

Still having major problems with List Builder - it times out - I log back in and the list shows but the excel export is not very helpful. As for editing Listbuilder - needs someone more talented than me to work that one out.

BUT the export route using Integration tools (plus some tweaking in Excel) did the trick.

Many thanks

Havefun

Mike

Exporting a Mailing List

mikefieldhouse — Thu, 23 Sep 2010 08:06:16 GMT

Hi Guys

We've been trying to export a mailing list from Method using the List Builder.

I'm trying to include all clients plus prospects.

I've run the list builder routine but just get the "timer circle of death" and when I try to export I simply get one meaningless record.

Please can you outline how I can create an export list with

firstname

lastname

Position

company

Telephone

------------

Listbuilder really isn't doing the trick.

Many thanks

Havefun

Mike

invoices, estimates, po's created on Quickbooks - showing in Method

mikefieldhouse — Thu, 09 Sep 2010 07:51:42 GMT

Hi there

We create some invoices/estimates and PO's in Quickbooks - and some are created in Method

When I look in Method, I can see all the outstandoing incvoices created in Method - and the most recent created in Quickbooks - but not the older invoices created in Quickbooks? Same with estimates and POs.

I'm I getting something wrong in syncing?

Let me know

Havefun

Mike