Method Community

Hi. I am in need of the ability to link existing contacts to any customer within the field service module, and was hoping I could get some help from this forum.   Currently you must create the customer and then create the estimate/work order and if needed create contacts under the current customer; in my use-case I am going to have the ...

Hi there! We've got a customer form which on submission, creates a new Lead and associated Opportunity. For the most part, this works without issue. Every now and then, with no explanation, the Lead will create, but the Opportunity fails to. I added a hook to email me the raw API call after submission, and waited for the next failure, then ...

Hi PrimeSealants,  If the customer was deleted from Method but the associated contact still exists then the action likely did not sync with Quickbooks. The contact in Method should delete automatically when the customer deletes in QB. First, check to see that a full sync has occured recently. If is has then check to see ...

OK, I think I can do this by adding the following to the top of the page... "<input type="hidden" name="ActivityPriority_Step2" value="2-Medium"/>"

I've created a Web Form for customer quote requests that will create an actitivty. The priority, status, assigned to and type will all be a set value. I have edited the HTML to remove all the options except the one we require but can't remember how to hide the fields from view as the customer does not need to see it. This is the HTML for ...

[quote user="Innovative"] Activities sync but not work orders how do i get work orders to sync [/quote] Innovative, By default, only Activities are synced to the Calendar. Please refer to the following Help centre article. Go to "Activities" and then "New Activity". On the "Activity Type" dropdown, ...

Hi Ben, Could you check your password preferences and see how long Method can sit idle before asking for a login?  Perhaps this is set too low and is causing the import to fail halfway. - Adam

Activities sync but not work orders how do i get work orders to sync

Ben, Strange.  I'll do some testing to see if I can re-create it.  I know when you search for tags it has to be an exact match.  Perhaps there was a space or something in the tag? - Adam

Hi Rolf, Just to get a better understanding can you please advise what information you would want to display on the report? You mentioned the Customer and Activity tables, do you know wht specific fields you want to show? Grouping and sorting may be a little painful but once we have more information we can help guide you. Additionally we ...