Method Community

Hey andy, Your shared result should still hold the same value and you should be able to enter the value of the action into a textbox at the very least. I'm not sure what dropdown you're inserting it into, assumption is the Activity RecordID dropdown. You may need to speak with one of our Consultants as they'll need to investigate to ...

Perfect! Thanks for your help. Part of it was the = vs ==, part of it was I was not referencing the InvoiceLine child object of Invoice, just the global InvoiceLine object which was messing up my references.

Julie, Sorry, I included the wrong link in my previous response, this is the page you should read. Please email me your Method Company Account name (not user name) as well as contact information. Once your email is received I can create a Case for our Consulting team to reach out to you and schedule a meeting. I'll also send you our ...

yes it is.  I am not sure how to separate the customers in method. in quickbooks I have it labled the first of the month the prebill get billed and then the first of the month the end of month get billed. please let me know.how to get started.

Alright so you're using the Field Service app, that's a good start. I can help you figure out how to invoice your customers but need more info from you first. How do you currently determine who's billed at the first of the month and who's billed at the end of the month? Do you need the process to be fully automated, if so it ...

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Yeh I also tested it with a few and it worked. But seemed like when we had a large group tagged alot got skipped. I know it happened as I exported the contacts and had a few with the new tag and then a few thousand with the old one. Quite strange. The ones with old ones, once you looked at that contact and moved mouse up to tags the old tag ...

Hi Chris,  I tested the checkbox default value on a mobile screen and it seems to be working fine. Is it possible you have an action in the OnScreenLoad action set that is triggering this? To get to this action set hit the Advanced button in the top left corner of the screen designer and skip to step 2. Also, you can try the ...

It will just be a lot of work.  I have over 700 customers entered in Method.  So, going back to create a separate billing service for each would be very time consuming.  Also, I have some customers on end of month billing.  I have been pushing off on using method because of this. I am set up for utilizing the field ...

Forgot to mention that I also need the names of the web-to-lead forms. - Ashur