Method Community

Ben, I was experiencing problem 2 this morning as well. Certain screens would show that error. One example I can recall is the resolve conflicts screen. It appeared fine at first, but when I clicked the refresh button it showed the error. Refreshing also fixed it in my case. I experienced this while logged in the Feb version. When signed in in ...

Hi Ben, Do you have a rough idea of when the Authentication Tokens feature will be implemented?

If you are getting the "..." button, it means yu put the actions in the 'On Button Click' event. You probably want the actions in the 'lose focus' event. That way the actions will run when you tab out of the field.

Will, I am a Method Solution Provider and I specialize in in helping companies in the field service industry use and customize Method. I have companies that are using Method in a number of industries including landscaping, lawn maintenance, irrigation. I'd be happy to talk with you about what has worked fwell for other clients. You ...

The MethodAPIGetScreenURLV2 does not work when the account has not been synced with QuickBooks. The link is instead going to the QB sync screen like it would if you logged in regularly and the account had not been synced to QB.

Be, I've seen this happen when there is a sync error involving a duplicate customer. Try going to the resolve conflicts screen and clear up an customer conflicts and then try it again.

Ben, I had a customer that wanted something similar. They wanted to text their employees the start time and location for the next day and have their employees respond to confirm. I added a field for storing the text number for each employee. The number that would be saved was the 10 digit number plus @vtext.com (Or whichever carrier ...

Yes.

Julie, One option is to create a billing "service" assigned to a billing crew for each of the customers for the first of every month. Then on the first of the month, you mark them as completed and create the invoice.

Is the portal in an iframe on your website? I reported the same issue when viewing the portal through an iframe a couple of weeks ago and it was submitted to the developers.