Method Community

Hello SalesMan,      There are techniques that you can try that I found in another forum post here.  In summary, the idea is to create a contact for the company that holds the emails of all the contacts that receive the estimate.  For the email field you have each email address separated by a ';' mark. ...

Hello,  I'd like to email estimates within methodto other contacts and not just the main contact. ive got many companies with quite a few differnt contacts we work with.  Can this accomplished?

Your best bet, since you'll be customizing it, would be to copy the stock screen (hover over it and click "Copy"), then in the pop-up keep pressing next until Step 3. At that point make sure "Replace links to an existing screen" is checked off.  Click finish. This will create an editable copy of the stock screen that ...

Can you let me know how to replace the screen with the stock screen and include all the proper links.  Then I can redo my customization in about 2 minutes. 

That's what I figured. Something in your customized screen is causing this issue -- you're going to have to work your way back from whatever additions you made to the screen to figure out where exactly the issue pops up. If you have trouble, you could consider speaking with and ordering a session with our consulting team to guide you ...

Does not happen on the stock screen.  

Hi Andrew, Please try the following and let me know if it works: 1) Can you check if the same issue exists in the stock add work order screen? To check, go to Customize > Screens, find the screen called "FieldService_AddEditWorkOrder", hover over it and click "View" and then try pressing the -1 day button and see what ...

Hi Meghan, The good news is our development team was able to deploy a hotfix for this last night, so this hopefully shouldn't be happening anymore with your account, or any others.  From what I was told this issue was fairly momentary, but they were able to find the cause and correct it right away, we apologize for any inconvenience this ...

1. it changes to the wrong number, for instance: Dec-11-2013 11:00 AM  changes to Dec-10-2013 10:16 AM if I hit it again Dec-10-2013 10:17 AM 2. yes, the other buttons work great 3. Custom, but I have really made only one simple change, adding a button that is unrelated. 4. Chrome, no. Andrew

When I open an add/edit purchase order screen and edit it (add another item), it seems to accept the edit.  It changes the total and I save it.  Then when I close it and open it again, it will show me the new total but it won't show me what I added to the purchase order when I edited it.  However, if I add a new item again ...