Method Community

Can every step or application have a different 'job item" ? If I create a Step#1 (item service from QB), and have an invetory item 20-8-8 fertilizer, can step#2 have a differente job item? I see how I can create the 6 occurrences and change the name, but I don't see how I can change the job item. If this can't be done. How ...

When I create a new recurring work order, and go to insert the occurrences, all the occurences from the previous work order are there, is this normal?

What will be the best way to accomplish this? In our current software we schedule work orders to renew automatically and we try to upsell to our customers by scheduling work orders on "estimate status" this are services that we want them to consider, but not have them yet. At the end of the season we sent our renewals letter, with 2 ...

Ben - do a full sync with QuickBooks first, before doing anything drastic. They might come back.  This can show up sometimes temporarily if a full sync was interupted before it completed. Paul

So just got 3607 of these popup in conficts. They are in the deposit table and CreditCardCredit table. Any ideas what could of happened? Not sure I want to remove all of them in case qbs has got corrupted.

I am the administrator and was able to trigger my SMS alerts to work.  However, I cannot get it to work for a person with staff permissions.  What am I missing, have customized users and the activity table?

We are using Group Items for certain assembly or kit type product sets, where a group item has child items.  The estimates themselves are being generated via an 'Insert Records into table' action followed by a push to desktop action for the estimates being created. While this did work without issue as of March 22, 2013, the print ...

Hi MuratLuna, Just to make sure I'm understanding you correctly, you want the ability to have the tags show up as checkboxes in your Contacts grid, correct? If so, this can't be done. The reason being is that the TagsList field stores text values, not checkbox (Yes/No) values. Each column on the grid holds the values of one field from ...

Glad I was able to help! You'll need to edit your screen, probably the Customer screen in this case, then just add a Button object to the screen or edit the first Save button and include the new actions. In order to edit a screen go to the Customize tab > click the Screens tab link > then click on the name of the screen you want ...

You can do this using the Character Function action but you'll need to get creative. There are several ways to do this but the way that I'm doing it may be one of the simpler methods as once you get the first result separated from the original string, you can just copy and paste the same actions and alter them for the second value, then ...