Search results by user ID 5369

Re: Closed Opportunity

Katie G — Tue, 13 Mar 2012 14:38:56 GMT

This is not working properly for us. Our closed won opportunities are still appearing in the pipeline.

Re: Closed Opportunity

Katie G — Tue, 13 Mar 2012 13:52:15 GMT

The closed stage selected is "Closed Won". Does it have to be set to "Closed Lost" to move the opportunity out of the pipeline?

Re: Closed Opportunity

Katie G — Tue, 13 Mar 2012 12:10:44 GMT

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.

Re: Closed Opportunity

Katie G — Wed, 07 Mar 2012 20:08:27 GMT

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.

Re: Closed Opportunity

Katie G — Wed, 07 Mar 2012 13:50:50 GMT

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?

Closed Opportunity

Katie G — Mon, 05 Mar 2012 16:10:37 GMT

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

Re: Error Log

Katie G — Thu, 16 Feb 2012 18:30:17 GMT

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 when I hover over the Sales Order tab it says: SalesOrder from TemplateCRMEditionOnline (#165).

How can I get rid of this error and convert a sales order to an invoice?

Questions about Field Services

Katie G — Fri, 11 Nov 2011 18:26:06 GMT

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 at Job A on Monday and Job B on Tuesday.

Entering Vendor Credits

Katie G — Fri, 04 Nov 2011 20:03:57 GMT

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 credit seemed to work and was applied in QuickBooks.

Now it will not let me even enter any more credits. Can you please look into this problem and find out why it let us apply the first credit we did but will not let us enter any more.

Error Message when entering bills

Katie G — Mon, 31 Oct 2011 17:06:20 GMT

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"