Method Community

A grid is not a bad idea. What I am wanting though is the grid to be located in the Edit Customer screen and not the Leads screen. Would it still be able to filter the leads based upon a dropdown entry located with in the Leads screen ex: if the lead had one of our customers entered as a "fabricator" in the dropdown within the Edit Lead ...

Hi Shaun, Could you give me some more detailed steps that you took to get this message?  I made some basic changes to the stock invoice screen to see if I could get the error.  I hid the fields from the previous posts and changed the captions and this went through without a hitch.   -Adam

Hi Marcelo,  Yes, you can customize your Field Services app so that all job items from the series are copied to each occurrence automatically, but unfortunately this is not a stock feature. The way the Field Services app is designed is so that you can copy from series, add, or edit job items when you are near ...

Innovative, I should add that if we release any updates, they will be posted in our Release Notes. - Adam

Hi, I just noticed that quick books has a Lead Center.  But, Method doesn't automatically use it or synch to it. Is this is feature that can be turned on or off?  Or is it not something that works with Method. Thanks!

Hi Innovative, I'm don't believe there were any platform updates.  What exactly was broke and how? - Adam

I'm trying to automate the creation of an item group when creating a single inventory item. The user inputs the item details and then from a grid selects related items. At the push of a button the group is created dependant upon the grid selection with the name of the group being a character function of the grid selection. This part ...

How do you send multiples work orders to the calendar at once?

Can a recurring series be change back to a one time work order?

I am in a different method account trying to customize the invoice screen so it's the same as the account referred to in the previous threads. I have hidden the columns I need to and am trying to change the Rate column caption to "Amount" just like I've done in my other account.  I successfully changed the Amount column ...