Method Community

Hi, Sorry for the late reply. I've tested this out and the stock Estimate and Invoice screens will pull the information that is stored in Method as ShipAddress fields in the Customer table. Can you confirm that these fields are populated in Method?  You can do this by clicking GoTo for the Job of the customer and confirming the ...

Hey Aaron, The team I was on had a lot of the same questions and issues. Keep in mind that the schema is largely the schema from Quickbooks, not something that the Method guys created to be cruel. There are some online resources from Quickbooks related companies : http://doc.qodbc.com/qodbc/Qodbc_20_us.html  Along those lines, if you ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Edit Case Reason List Fixed (#1009) - Addressed issue of duplicate button rows when the screen is a popup. (QBD)(QBO) New Activity Fixed (#933) - Addressed contacts phone not ...

Hello,     The developers are working hard putting the final touches on the public beta.  it is not available as of yet, but it should be out soon.  Once it is, I know Paul will update everyone. - Greg

Hi, Thank you for the reply. It's very helpful and all is clear. Still, in my case I need few checkboxes let's say customer, product,country etc... It seems that I have to set all possible combinations between these checkboxes as filters and then for each checkbox set the logic which filter to be shown using conditinal statements(Is ...

I am confused about the work order dates, why do I have to enter start date and end date twice for recurring series? We have a lot of services that are done once a year, every year In the edit work order screen we have to enter the start date and the end date even know the job will be finish the same day, and then we have to go to the recurring ...

I linked the tables but is not working for me, not showing the info. I am working in the Customer screen in the Field Service Center , in the Activities and work orders tab, I added the ActivityAssignedTo field but nothing is showing. I also want to be able to show the number of visits for the recurring series. What am I doing wrong?

never ming, I got it

Can the activities table be link to the activitiesjobitems table? How?

Shipping info will pull just fine if the Customer/Job Name only has the customer name in it, but if the Customer/Job Name has a job name in it, the invoice and estimate screen will not pull the shipping info. Example: I have 1 customer with 2 properties, 1 personal property and 1 rental property. (I use the shipping address as the service ...