Method Community

Hi Matt, A dropdown can only hold one value at a time.  Just so I understand what you're trying to accomplish, are you trying to find a way to list all of the leads that are using your customer's product on the edit customer screen? - Adam

That is what i did , and is not working for me. Let's say I have a series with 20 ocurrences and the sort order is 1, and I want to change it to 2, I click on edit series, go to additional settings, change to 2, save and close, and I go to the work order list and refresh, but nothing changes.

Hi Marcelo,  When you are viewing your Work Order List screen you should see one column called Edit... and another called Edit Series... (see the attached image). If you click Edit Series... on an occurence record you can directly edit the related series. If you click Edit... you will be editing just the ...

Hi sethjt, Yes you can do this by adding a Filter String to your InvoiceLine Detail Report. Take a look at my example below. - Ashur

Just so I understand, if the window is maximized on the screen only the More tab is shown?  And you have to reduce it to half size to get all of the tabs to show?  I use Chrome also and haven't experienced anything like that.  I'm wondering if something is cached in Chrome.  What happens when you open a new tab on the ...

Just to add to my last post regarding the Comments field. The calendar integration is a part of the core CRM functions of Method, and is built to integrate generally throughout the app. Work Order instructions are specific to the Field Services add-on and while common data may be shared (such as Comments), individual data fields specific ...

[quote user="Innovative"] Great now it shows on google calendar but the work order instructions do not?? it appears the comments field (activity) and work order instructions are different? [/quote] The Calendar Event description will only display the Comments field from Method. The WorkOrderInstructions field is separate from the ...

Yes you can do that, just remember that the Team Leader is a Method user. So just create a Method user that does not need to sign in and name it Crew 01. You can then assign Carlos and Jose as employees to that team and enter their time in/time out info for Work Orders assigned to that user. - Ashur

Yes the team leader has to show up as an employee also. Can I make the team leader name something like crew 01?, so the way when I create the work order, I will be able to assign it to the crew directly.

Hi Marcelo11756, This sounds like you're doing it correctly since you can't assign Work Orders to a team. Let me make sure I'm understanding this first, correct me if I'm wrong: You have created a team called crew01 where Carlos is the team leader and Jose is a member. You assigned the Work Order to the Team ...