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  • Re: templates

    Hi Marcelo,&nbsp; I copied the stock report back into your account.&nbsp;It&#39;s called FieldService_RouteListV3. Just a tip, if you would like to modify a report, always make a backup copy of the stock report first. This way if you don&#39;t like the modifications you made, you can always&nbsp;go back to&nbsp;the stock ...
    Posted to Method:Classic General Q&A (Forum) by Method_Jason on 05-27-2013
  • Re: Screen Customization - drag and drop won't work

    Hi Jule, I sent you an email in regard to this Support case. Essentially, this won&#39;t work when using IE10 on a Windows 7 machine. You&#39;ll need to either downgrade to IE9 or use Firefox or Chrome instead. Please respond&nbsp;to the Support case. - Ashur
    Posted to Method:Classic General Q&A (Forum) by Method_Ashur on 05-27-2013
  • templates

    somehow i deleted the route list template, is there a way to download a new one? or can you guide me how to start a new one ? I want something very simple, customer name, address, job name, est hours.
    Posted to Method:Classic General Q&A (Forum) by Marcelo11756 on 05-26-2013
  • Method CRM Updates - May 26, 2013

    The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Activity Improved &nbsp;- we&rsquo;ve now released the latest and greatest changes to the activity screen which were released to QuickBooks Desktop users earlier this year. For more ...
    Posted to Release Notes (Weblog) by Anonymous on 05-26-2013
  • Screen Customization - drag and drop won't work

    I am a new user and I am trying to customize a screen - I can edit the headers but when I try to drag a drop a new field or move an existing one, it won&#39;t let me.&nbsp; Any suggestions?
    Posted to Method:Classic General Q&A (Forum) by Jule on 05-25-2013
  • Re: JOB # BASED OFF RECORD ID +1 REPEATING

    Hi dottie,&nbsp; It might be helpful if you post screenshots of the actions in your &#39;is this a new job&#39;&nbsp;checkbox object.&nbsp;Have you tried comparing the actions in the account that doesn&#39;t work&nbsp;to the actions in the account that does work? Is there a difference?&nbsp; If you like, I can put you in touch with one of our ...
    Posted to Method:Classic General Q&A (Forum) by Method_Jason on 05-24-2013
  • Re: JOB # BASED OFF RECORD ID +1 REPEATING

    I created fields on the new customer screen that when is this a new job is checked there is an action that locates the lastrecordID and adds 1 with the basic math and then enters the number in the job number field. This has been working fine on our other 2 accounts but for this new account that I imported the screens it is not working properly. I ...
    Posted to Method:Classic General Q&A (Forum) by dottie on 05-24-2013
  • Re: E-Mail Failures From Web Form

    Hi jdcard, From my understanding, the Outlook.com servers don&#39;t support Open Relay messaging, which is how Method sends emails on your behalf. Check out this Help Centre article for more info about Open Relay messaging. You can perform a quick search online, or call Outlook.com support, to confirm whether or not they in fact support it. Hope ...
    Posted to Method:Classic General Q&A (Forum) by Method_Ashur on 05-24-2013
  • Re: E-Mail Failures From Web Form

    Mystery solved: the failure notices are not sent using e-mail settings from our account, they are sent from methodintegration.com and are totally independent of any e-mail settings in our account. So, now I am back to trying to get my default e-mail settings to play nice with outlook.office365.com.
    Posted to Method:Classic General Q&A (Forum) by jdcard on 05-23-2013
  • 3 Things to Improve Your Web Design

    Web design sits at the intersection of art, technology and sales. And that&rsquo;s a tough cross-roads because art is subjective, technology can be empowering while intimidating, and sales is the lifeblood of every business. Needless to say, good web-design plays a key role in a company&rsquo;s brand identity and ability to drive more ...
    Posted to Blog (Weblog) by Method_Jamil on 05-23-2013
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