Method Community

It is a customized field created in quickbooks and it is customized in method. Retrieves record id from table >0 and adds +1 with basic math from last record ID. This screen was recently imported from another company account. Not sure if this also effects why this is happening.

Hi Andy, I added the same fields to my PurchaseOrder table but did not experience the same behaviour you did. My Select Fields display as FullName via Customer and RecordID via WorkOrder (screenshots below). It's possible that someone had the table open while you were editing this screen. Ensure you close the table by click the ...

Hi Marcelo, When you are creating an invoice in Method, you will always be given the option To Be Emailed In Quickbooks (see the screenshots below). This field will sync with the same field in Quickbooks. With a bit of customization, you should also be able to flag which customers will have this field checked by default, and which ...

Hi Marcelo,  Yes, you can customize this. Copy and edit the screen called FieldService_AddEditWorkOrder. In the screen designer, edit the Date Start* and Date End* objects. Skip to Step 4 of 5: Date/Time Formatting and uncheck the four check boxes. See the screenshot below. Let me know if this works for ...

I have created two dropdown fields on the 'Purchase Order' table. One displays the 'Activity.RecordID' field to track the work order the purchase order is raised from, and one displays the .'Customer.FullName' field to track the customer the purchase order is raised for. The two fields are called 'Customer' and ...

How do I set a client so when I do invoices and they sync with QB , it will sync as a to be emailed? In other words I use billing solutions from intuit, so some customers will need the invoice to be emailed, how do I do this???

In the add edit work order screen is it possible to show the due start date, and end date with no time? Only date

Hi minermoe, Price levels can definitely be utilized in Method CRM, however, it needs to be done through customization. So you'll need to invest some time to take advantage of it, check out this similar post for more information. Alternatively, you can speak with an in-house Consultant or one of our Method Solution Providers (MSP) to have the ...

Hi Darryl, To add to my last post, you can also change the report generated by going to your CRM_PreferencesReports screen. You can find this screen on the default Estimates and Invoices screens by clicking More Actions... and then Customize Print Templates....  Jason

Thanks. I was wondering if I could use this function to effectively loop through a comma separated list of data entered by my users in a screen. I wound up not needed to do exactly that. Instead, I'm using the comma separated values as a Selection List of IDs in order to Loop a table within in my action.