Method Community

[quote user="micheleh"]does the scenario i described exist and if not how difficult do you think it would be for me to create this?[/quote] This scenario doesn't exist in the current version of Field Services but is something that could be built on your own, or with the help of one of our consultants here. ~C

[quote user="AutumnW"]I assume this is a setting that needs to be enabled.[/quote] This should work for you, on my stock QBO screen I had no trouble sending or receiving an email from Method on a QBO created invoice.  Check the email address and the email settings in your Method account. [quote user="AutumnW"]Will ...

[quote user="chrisg"]Is there any way we can have the original Method Quickbooks estimate installed on our account?[/quote] The original screens inside Method cannot be delete and modified.  What you might have done is replaced the tab links on one of your copies.  How are you accessing the Estimate screen?  If you click ...

[quote user="SMFletcher91"]Would deleting the activity first, then deleting the contact or lead provide me with the end result I'm desiring?[/quote] Yes.  I just confirmed this on my account, deleting an activity then exporting the database will show those rows removed.   If you had multiple activites to delete, and you ...

Hi Autumn, Lot's of information in your post here, I'm just working through the details and will respond as soon as I can. ~C

[quote user="smohyee"]do you have a suggestion for the override script?[/quote] I got a tip from a team member here that if you use QuantityOnHand as your SQL Override on the item grid column for Quantity On Hand you'll have the display with no decimal places. ~C 

[quote user="billf"]How can I customize Method to do this?[/quote] Following my advice in the other post, you'll need modify the New Activity screen to trigger an "Enter Value Into Field On Screen" action when the user clicks the "Send an Email" checkbox.  A couple of good webinars for you on this topic ...

@CF_Pro - Your feedback has been taken but we need to be selective about where we spend our development time and resources.  Each person and company will have their own views on what they feel is most important.  Please post questions on help with the import tool, etc. on the general Q & A forum. 

[quote user="billf"]Can we customize to put the email text in the comment field or use a different field for this?[/quote] Thanks for asking here, I think a few other users would like to see this reply.  You need to start with making a copy of the CRM_ActivitiesList screen. Click the Customize > then Screens tab link Scroll ...

[quote user="John M"]Has anyone made one and willing to sell?[/quote] All screens have the option to make it mobile friendly, including the Expenses screen.  You still might need to customize the screen to fit your needs in which case you might want to book a consulting session with an expert here.   ~C