Method Community

Thank you Adam.  I'll report back as soon as I can. - James

Hi Matt, Just to ensure I'm understanding you correctly, you have several dropdown lists that are linked to selection lists from the Customer table. However, when you want to add another dropdown field to pull from the same table, the field containing the choices (Step 3 of 3 on the Dropdown Wizard) only holds an empty value to select from. ...

Hello, I've got the following problem, when I'm trying to customize Customer table and delete/add fields it says that table contains some records. But actually there are no any records in my Customer/Leads tabs... How can I solve this issue. Is there any method to reset an account? or how to fix it. There are no records but some tables ...

Hi Keita,  I tested this here on a user with a staff role with no problems. If you have done everything the same with your staff user as you did with yourself then either the phone information was entered incorrectly or the service provider is blocking the messages. Unfortunately if the service provider is blocking the ...

Hi Marcelo, You can't change the actual job item from the Recurring Dates tab.  Remember that the other occurrences in the series are not automatically given a job item when created for this very reason, as the job items can change depending on the time of year the recurring work order is scheduled or the nature of the series (in your ...

Hi jsenick, You are correct, the "print items in group" option appears to have been reversed after a recent fix.  You get this back by going into Quickbooks and unchecking that option for the group item.  Make sure this is done in Quickbooks, as the SDK does not allow Group Item modifications.  This means that any third ...

Hey Marcelo, There has been a ticket logged for this exact scenario. What you can do in the meantime is click the Refresh icon on the bottom right hand corner of the grid. I'll update this post once the issue has been addressed. - Ashur

Hi Marcelo,  To add/edit your activity statuses, View the screen called CRM_ActivityStatusList under the Customize>Screens tab (see the screenshot below). From here you can also label the Status Type of your new status to Cancelled, Completed, or Pending. You can also add/edit the status types by creating a ...

Hi Marcelo, Yes this can be done. Keep in mind that the job name will change for the entire series and all occurrences still connected to the series, so if an occurrence is broken from the series then its job name won't update. - Ashur

Also do the lead and customer screens need to be the same since they are both based on one table or can they be unique as in have certain fields put into the screen on one and other fields put into the other? I ask only in terms of would this affect dropdowns the way that I described?