Method Community

I am trying to edit the Invoice Type drop down on my work order screen. I'd like to change the options and add some new ones. Where can this be done.?  I've been looking for a screen to edit but can't seem to find one . . .

Greg,   It seems you do understand what I'm doing with my drop down.  If I'm not clear I apologize.  What I meant to convay was that everything is working as far as my screen updating fields in the "CustomrEquipment" table  upon adding a new or editing an existing record from my screen. The issue has been ...

Ben, Do I understand you are trying to retrieve a value from a table by writing a script so you can display a field in a grid that is not found in the table you have open in the Grid? If so I am very interested in what you are trying to do as it would help me solve a number of problems that I am chasing around. I am not comfortable with script ...

Hi, There are a few ways to disable the button action through customization.  I believe the easiest way would be to disable the ability to execute by user role. To do this you would need to copy and replace the current Method screen and edit this new screen.  When editing, edit the "More Actions" button in the Additional Info ...

Hi CF_Pro, First of all, i am glad you were able to get this figured out.  In regards to the hidden fields I mentioned, you are correct with your response, again I wasn't completely sure how you were using this info so yes, if you reload the screen, if the fields are hidden, this wouldn't be very useful.  I guess I was thinking ...

Thank you.    Is there an easy way to disable the "Delete customer" for particular users in method?  

Di you know what the SQL Overide code is for the columns? 

   To reiterate to make sure I have this.  You have a drop down field that holds one, two or more pieces of equipment that is assigned to the customer.  When a piece of equipment is selected from the drop down, textboxes appear with values related to the piece of equipment.  These textboxes can be used to update and ...

When trying to send out bulk email, I am unable. The message from Method is  Transaction failed. The server response was: 5.7.1 : Relay access denied I have no problem sending the test email from Method in the email setup. It is only when using ListBuilder and trying to send bulk email that I have this ...

Hi jphenke, Unfortunately, there is no easy way to bring this customer back. Once they are deleted from Method and QuickBooks, they are gone.   You do have the option of reverting to a backup of the Method account, however this is a chargable service. By going to a backup, you can then repush the customer record from Method back into ...