Method Community

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 ...

Is it possible for a dropdown to be treated as a field so another dropdown can pull from it? For example if a customer and a lead were connected through work orders etc where the customer uses our product to help create a finished product that they then sell to a lead, and in this case I already have a dropdown in my edit lead screen that is ...

This is still an issue for me. I'm using Chrome and, when viewing the screen on my laptop the window can be maximized without a problem. But, when docked and viewing with a separate monitor, I have to size the window to almost 1/2 the screen width in order to see all of the tabs instead of just the "More>>" collection of tabs.

I believe what you are trying to do is possible, however, this type of customization goes beyond the scope of the forums. It would need to be taken to the next level; speaking to an in-house Consultant or a Method Solution Provider. What you can try doing is creating a custom table then populating it with all the data you need for the report, ...

Jason, fantastic, completely missed those options. Many thanks.

John Can you give me a sample of how do you guys use the route list field? We assign our jobs to crews, for example crew01 does the mowing and crew02 does the fertilizer. And we assign our clients to Zones depending where they reside. How can the route list help me?