Method Community

Hi Matt, When you create a recurring service you can go into each individual occurrence and set different Job Items for each visit. There is currently no way to specify different Job items for each visit when you create the recurring service you will have to edit each occurrence individually. -Michael

Hi Matt, In the case I mentioned above I worked off the FieldService_WorkOrderList screen which is standard with the Field Services App (You will need Method Full Blown to install Apps) but its really up to you where you want to add this functionality. -Michael  

Hi Andy, Changing the format string should fix this for you.  To do this edit your template and select the field that you want to change the Format String for. Click on the > that should appear above the field after you select it. Click on the … button next to Format String, from here you can change the format of how the date will ...

Hi Lee, As discussed in our email exchange the issue with contacts is only a visual issue of how it was being displayed on the grid (It is not corrupt). The contacts are still all linked properly to the correct customers. There was another issue that was brought to light where the employee that a sales rep was assigned too had changed but as ...

HI Matt, Currently there is no means to send automatic emails to customers letting them know in advance that they have a service scheduled but through the use of actions you can create a button that will send an email to a list of customers. One of my recent customizations was re-engineering the Email Work Orders button found on the Work Order ...

HI Ian, The Update field in table action does not support built lists. You would have to use it in a loop and update one record at a time. The reason why you received an error message when using = is there was no match and no field was update since no invoice number = "001121, 001122" and when using <> it updates all record ...

Ian, Can you let me know what information you filled in for the action or send me a screenshot of what you filled in to m.melo@methodintegration.com -Michael

 Hi Ian, Are you getting an error message? What results are you getting? I tried the following: This updated everyone but Amy Smith. -Michael

Hi Hannah, Can you get in contact with me a m.melo@methodintegration.com? I will take a look at this using the standard report template, if the issue is user error and you want us to fix it then we would charge for consulting time but if the issue is with Method itself we will make sure it gets resolved. -Michael

Hi Brett, Let me look into this issue further and get back to you. -Michael