Method Community

Hi mrjonboy, The way that you have created your Standard Web To Lead form was correct. The information that is filled out on the web form will be sent to the customers table. The contacts table is used to store information for additional contacts for the lead or customer so you don't need to send that information to the contacts table. In ...

Hi swm023,  The Field Services Operations that I referred to is actually the app called Method Field Services for QuickBooks Desktop. if you are using QuickBooks Online, you will be using the app called Method Scheduling and Invoicing.  I hope that this helps.  Ronen  

Hi swm023, If you have Field Services Operations installed, then you would want to take a look at the screen called FieldService_WorkOrderList and the actions for the Next Week link. I hope that this helps. Ronen

Hi Blake C, As a security measure, the administrator has to create the users username, the initial password, and their individual email settings. After the user gets setup in Method, they can change their own password but not their e-mail settings.   Ronen

Hi swm023, Sorry for the misunderstanding. Here are the steps to add the opportunity stage categories more efficiently then with the Import/Export tool: Go to Customize>Screens. In the "Enter a screen name" field type in a screen name. Click the Continue link. In step 3, select the table OpportunityStageCategory. In step 4, ...

Hi Jeet, Currently, when you first load the My Calendar screen in field services, by default you will only be shown the calendar activities for the users that are signed in to Method and not the other active users in Method. You can thought click on the Change link beside the Assigned To label to select the other active users in Method and ...

Hi smohyee, I want to make sure that the sales order screen works for you properly as it did before. Can you please e-mail me your company account information at r.gaisiner@methodintegration.com and enable the MethodSupport user for me and I will be more then happy to troubleshoot the issue.  Ronen

Hi Katie G,  Within the "New Opportunity" screen, the amount for the opportunity will always stay the same unless the user decides to make the amount of the opportunity lower then the original amount. This amount is the value that you will place towards the potential sale opportunity. The Probability % is the only relational ...

Hi viret56,  Can you be more specific in what you are trying to achieve by these actions? What type of screens are you trying to relate to each other? Ronen

Hi csmp, If you go to Customize>Users, and you click on the Edit link for your user, in Step 2 of 10: Email Setup,  do you have a check in the checkbox for Use default email server settings? If you don't, please click Here for the solution article which will help you in setting up your e-mail server settings in Method from our brand ...