Method Community

Will, Sorry for not responding sooner. We thought you were looking for some thoughts from end users. We do have many field services companies that use Method. We've actually also created an app for this industry, Method Field Services.  This app will integrate with the other areas of Method and might be what you are looking for. ...

Hi Naeem, good afternoon. Tried what you suggest above, using "Show/Hide Field/Object" to act on columns of a grid. Unless I am missing something , te action is not acting properly on grid fields. I did create a simple screen, with one grid showing two fields/columns. Then add a checkbox and conditional ...

Really wanting to drink the KoolAid, but need to see that I am not the first one... Searched Google for Method CRM and Landscape Contractor, nothing. Does ANYONE in my industry use this platform? I've asked Method...  no relevant responses, other than "Search the Blogs and Reviews"

Hi swm023, If you edit the "Edit Opportunity" screen (create a copy of it first and replace the tabl ink), and you go edit the "Go Back" button's actions, you'll see that it decides what screen to go back to depending on where you were last. You can follow the same pattern if "If last screen is Opp List" then ...

Hi Francisco. I'm a little bit confused -- what do you mean by show/hiding an entire grid without placing it on a section? In general, the way that you would accomplish something like this is the action "Show/Hide Field/Object" which is find under the actions subcategory *SCREENS*. You can use that to hide individual fields of ...

Hello! I need to show/hide a entire grid (without placing it on a section) or show/hide a Field of the grid, when an action take place. Thank you very much.

I created 2 new screens that are basically copies of the Opportunities List Screen just with different filters for different information. I started by copying the Opportunities List screen and modifying from there. Everything is working except when I'm on one of those screens and go to the Edit Opportunity screen and hit save and back it ...

H on Mei k.hahn, Unfortunately there's no way to really record a signature on Method when processing a work order, sales order or Invoice. Your best bet would be to create a document on Method containing the image of the signature and associate it with the customer (use the "Document Link" feature by clicking New Document Link ...

Hello, I'm new to the Method community and I'm trying to do the following : I want to have a screen where I can input a vendor invoice. This invoice will then flow into QBO as a vendor Bill and The items on it will be linked to a Work Order. So that when I pull up that Work Order I'll find the items in the Materials list. I'm ...

How to have customer sign w/o, s/o, invoice via their signature and return back to Method?