Method Beta General Q & A

Re: How to? in method: New

Method_Justin — Fri, 19 Dec 2014 20:10:52 GMT

Hi Kenneth,

I've put in a few feature requests, one for a "More Apps" function on the Dashboard and the other for the ability to be able to control the "show more" function on the left nav pane. I'll keep you updated through this post.

In terms of Work Orders, they're essentially Activities (they actually exist in the Activity table). The reason they have separate screens from activities is because they require additional things like line items and job costing functions. They still need everything else that's associated with an Activity, so they're treated as such until you invoice them, at which point the invoice syncs over to QuickBooks without all the extra activity information.

Method:New is very modular. The idea is that you only install the apps you need, so for product-based business that don't use work orders, combining them with invoices would be overkill. I'm not sure how we'll implement Work Orders in Method:New at this point, but I wouldn't be surprised if it's more streamlined than it is with Method:Classic. In any case, as Mahlon mentioned, customizing an app for your specific workflow will definitely be possible!

As far as emailing from the Activity screen is concerned, there is currently a feature request in for that. You can subscribe to this thread to be notified of any updates.

For the customer information being seen from the New Activity screen, I can understand where you're coming from, but for most people having all that information on the screen may not be useful. You should be able to click on the contact and go to the customer screen to view, then go back and not lose any info. You could also customize that information into your New Activity screen if you like.

Hope this helps.

- Justin

Re: How to? in method: New

mahlonf — Fri, 19 Dec 2014 10:57:58 GMT

Just chiming in here....

We are already able to control the sort order of the apps so we can have the most commonly used at the top.

What about having something in user preferences called...

Show 5 apps
Show 10 apps
Show 15 Apps
Show All apps for those who don't mind the clutter

Then have an option on the dashboard for those who have restricted how many apps will display called More Apps

===========

Unlike some other systems I have worked with, work orders and invoices in QuickBooks are completely separate transactions and use completely separate tables.

Your suggestion to combine thesewould not fit every scenario, but you can easily create an app to meet your specific need.

Hope that helps

Re: How to? in method: New

krp2203 — Fri, 19 Dec 2014 06:07:02 GMT

Justin,

From my perspective, already the dashboard is cluttered and we haven't even added all the basics yet. My thought would be the ability to hide the infrequently used apps from view based on the user. For instance, In my day to day , I mainly do work orders, invoices and rely heavily on my google calendar for navigation and information from jobsite to jobsite on my phone and a netbook ( side note, I don't really see the need for both work orders and invoices. Why do I need to see a work order filled with all the information I need and then turn that into another almost identical entity called an invoice? They should be two sides to tha same coin. Interchangeable) So my dashboard upon signing in should reflect what I need the most but still give me access to the other apps if needed. Conversely, my assistant uses activities and the calendar to set up appointments for me so she would have a completely different dashboard than me based on what she uses daily. I have suggested to Jason in the past that it might be a good idea for you guys to take a look at the work MHelpdesk is doing, Aesthetically and functionally their product is very intriguing with its user friendly workflow. I might have jumped ship already if not for your limitless customization. Thats a real plus in your column. (not to mention the fact I'm significantly invested in customization to date)

P.S.

1) We send customer emails (appointment reminder, deposit needed etc.) for appointments from the activities screen in classic, I dont see a way to do this from NEW.

2) Also, the customers details cant be seen from the new activity screen, address, phone etc. I can edit the screen i'm sure but it seems like it should be a given that you would need that info when setting up an activity?

Thanks

Ken

Re: How to? in method: New

Method_Justin — Thu, 18 Dec 2014 22:24:45 GMT

Kenneth,

For your inquiry about hiding apps on the Dashboard, where would you access them when you do need to use them? Are you proposing something like a "Show More Apps" button, maybe with a customizable threshold for which apps are shown? I can put in a feature request on your behalf, but I'm curious how you see it working.

Let me know.

- Justin

Re: How to? in method: New

Method_Justin — Thu, 18 Dec 2014 20:36:15 GMT

Hi Kenneth,

We're still in Beta with Method:New, so it doesn't have all the features that Method:Classic does. We're working hard to build these features so that we can all use Method:New every day.

If you'd like, you can build custom apps in the meantime to perform tasks that you normally would in Method:Classic. All tables available in Method:Classic are available in Method:New, so you can access any of the data that's available in Classic through customization if not on stock screens.

Stay tuned to the Releases and Updates and App Updates posts in this forum for information on new features as they become available. :)

- Justin

How to? in method: New

krp2203 — Thu, 18 Dec 2014 14:01:03 GMT

Good morning all, I would like to start using Method:New more but it seems to still be missing many if the things I use daily. Maybe I'm just missing some of them and you can point me in the direction i need.

1) I mainly use work orders and I can see that none of those tables are available as of ye so we'll skip that for now.

2)I receive inventory three or so times week, any way to do this in New? Receive items with bill/ without bill ETC.

3) Bulk addition of new items?

4) Is there or will there be a way to hide dashboard items that are not used frequently to eliminate clutter?

At this point Method:New is largely unusable to me but I have high hopes for future developments

Thanks

Tractors Plus Mobile Service, LLC.

Member, Kenneth R. Parsons

P.O. Box 481

Round Hill, Va 20142

866-779-9318