Method Community

Is it possible to change a customer to a lead? 

Hi James, As it stands, there are two field mechanisms that exist on the field order screen -- either you can have a field shared by a series, in which case every occurence has that updated (past, present, future), or you can update the field on an individual occurence and the field would be updated on just that one occurence. There is no ...

Hi Josh, You should be able to create new Users in Method that don't require sign-in capability.  I have attached a screenshot of what the user setup screen looks like, notice Step11 "User can Sign-In (counting towards paid licences)", make sure this is NOT checked.  This will allow you to create new users, but ...

How can I schedule work for techincians, when they are not users? Our project manager should be able to schedule work for several technicians, they do not need to log in. I cannot figure out how to make this work, can you help? Thanks!

When trying to update only future occurences, I'm updating past occurances too.  Any guidance would be greatly appreciated. Background: I'm updating a field service work order from my mobile device on a custom mobile screen . The screen name is (1RPS_FieldServiceMOB_WorkOrders_v1_live).   My desired action is: When ...

Greg, Thanks for the response.  I have spent a good portion of today working with the Report Designer.  In doing so I have learned a good deal and actually created a screen that can do what I need the Report Designer to do.  I created a screen that has a grid at the top using the Transaction Table as the basis.  It displays ...

Hello Stuart,       There are videos on the Report Designer.  They are now located in our Help Centre and have been converted to Youtube videos.  You can find them here.      I believe what you are looking for is not in the Report Designer.  It is actually a table relationship ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online New Customer Improved (#4803) - Added BillAddressLine4, BillAddressLine5, ShipAddressLine4, ShipAddressLine5. (QBO) Edit Customer Improved (#4803) - Added BillAddressLine4, ...

Thank you Mark and Ben.  I will look into the Custom Portal and see if it's something that could eventually replace Formsite. Meghan

Hi Meghan, Meghan, I did look at the webform site you provided in your first post, and I have to agree with everything Mark has already said, thanks for the help Mark.  The URL post method used by formsite website you are talking about is essential what Method is using in our own webforms.  This is how Method retreives the data ...