Search results by user ID 5888

Re: Accessing Custom Screens

davewalter — Mon, 02 Mar 2015 22:09:22 GMT

Thank you. So for a custom screen there is no way to just look at the screen without actually adding a button to some other screen? (in the current version of Method, it gives you an option to just simply Copy, Edit or View).

Accessing Custom Screens

davewalter — Mon, 02 Mar 2015 16:05:19 GMT

I created a new Opportunity screen (modified from the standard screen). Everytime I access this screen I am taken to the screen designer (where I can add fields, etc), not the actual screen itself. How do I actually access and view a screen I have created?

By the way, I did click the "Preview" button, but that doesn't give me a complete preview of some of the changes I made - it says *Note: No actions are available in preview mode.

Please help. thanks

Method Report Designer - Filtering a Field

davewalter — Tue, 03 Feb 2015 17:19:29 GMT

I have a custom report I created in Method Report Designer that Counts my total number of Work Orders over a given period of time. My report includes a field from the Activity table called "IsChangeOrder?". This field is a Yes/No field, where we check "Yes" if it is a Change Order associated with an original Work Order. In my report, I would like to filter out (exclude from the Count of workorders) any instances where the "IsChangeOrder?" field = Yes. I can't see how to set that filter in Report Designer. I've looked in the Property Grid of the field, but can't see how to limit the data. Any help would be appreciated. Thank you!

Campaign Performance Reporting

davewalter — Tue, 18 Nov 2014 15:09:45 GMT

I have implemented Campaigns and see how I can set them up, and assign Campaigns to specific Opportunities. But I can't seem to find how I can get any reporting on my campaign's performance (i.e. # of Opportutities from this Campaign; $ of Opportunitites; Status of Opportunity from this Campaign, etc). Are there any default reports for campaign performance?

Thanks!

Opportunties in Method Beta?

davewalter — Mon, 17 Nov 2014 17:38:10 GMT

I just accessed Method Beta for the first time. One thing I notice right away is that I can't see Opportunities listed anywhere. I see Contacts, Estimates, etc...Am I missing something?

Re-assigning an Opportunity to a Different Lead or Customer

davewalter — Thu, 23 Oct 2014 21:54:15 GMT

Is it possible to move (or re-assign) an Opportunity from one Customer/Lead to a different Customer/Lead?

And, is it possible to actually "merge" two different customers/leads?

Thank you

Re: Importing Leads, Customers & Opportunities

davewalter — Wed, 24 Sep 2014 17:23:01 GMT

That blog info is helpful. Do you have any similar documentation for importing the "Opportunities"?

Importing Leads, Customers & Opportunities

davewalter — Tue, 23 Sep 2014 22:29:44 GMT

In our current customer database we have "all our Customer-related fields (last name, first name, etc), but we also have some Opportunity-related fields (i.e. "Opportunity Number" and "Opportunity Amounts", "Opportunity Date", etc. I need to importa bunch of leads and customers. In addition to that, I'm thinking I should import the "Opportunities".

So my questions:

1) does it make sense to import the Opportunities? (I think it does, since that's how we tracked everything historically)

2) Is there a certain sequence I should import in? For example, would I first import into the Lead Table; then the Customer Table, and then the Opportunity table?

Any help would be appreciated. Thanks!

Re: Suggestion to add "Shared customizations" forum

davewalter — Fri, 19 Sep 2014 04:17:05 GMT

I agree that a customization forum would be a great feature. By the way, can you send a link to where you found "duplicating estimates" info? I'm also interested in that...thanks

Re: Group Items not Hidden on Estimate anymore

davewalter — Thu, 11 Sep 2014 17:41:57 GMT

It doesn't appear that the email templates have changed. It appears to still be associating to the correct print template. I made no changes to my templates. Prior to this downtime, all group items were hidden. Now they are not. It sure seems curious that my issue started after the trouble logging in last night...please advise. thanks!