Method Community

Is it possible to add a new status to the lead status, if yes , from where?

Item number gives me no possible selections.  I look at my Items in Mehtod and there is box grayed out is performed by subcontractor or partner Box not checked even though I have checked I purchase this product/service from a vendo in quickbooks This is the first time I have tried to use work order ...

Hi Ashur, I am not using the stock screen or stock template.  I have customized both, however this problem just started to occur after working fine for weeks. Again, this only happens when they choose multiple invoices to print and is very random.  I tried selecting the 10 most recent invoices and chose "Print Selected". ...

From Edit Customer Tab -  We used to be able to go to the TRANSACTIONS tab and click the GO TO link and it would bring up the sales order. Now it give us an Action Sequence Order 21 message.    We did copy the original sales order screen - however, have not changed anything (knowingly) to the original sales ...

Hey Marcelo, The Is to be Renewed checkbox is not a separate field, it's embedded as part of the Calendar-Recurrence object on the screen. So if you edit that object and see that the Is to be Renewed option is checked by default, then yes it should behave the same for your copied Work Orders. Hope this helps! - Ashur

That makes sense, by the next day I was able to login fine and it took a little while to realize I had the wrong password.

Hi Marcelo, Yes you can add the TagList field to other tables, and in turn, the screens which are based off those tables. You'll need to add the TagList field to the Activity table, since Work Orders are technically a type of activity, then you can drag and drop the TagList field onto your customized FieldService_AddEditWorkOrder screen. ...

Hi Matt, This got lost in the shuffle. I think it's cumulative....You get locked after 5 failures....then if you only wait 2 minutes...it adds 10 minutes to the time so that's 18 minutes., etc. If the user is still locked out, send me an email with the accountname, and username and I'll see what I can do to unlock ...

Hi Marcelo, Yes you can schedule a work order as a follow up.  You'll need to make sure that the option "App Specific" is unchecked for the activity type.  Something to keep in mind however is that since the activity screen is designed much differently, there won't be a Job Name or any job items associated with ...

Can I tag "job name" in work orders? If yes what table the "TagList" field should be created?