Method Community

sorry, I did not explain it, send work order to the calendar from the waiting list but not one by one

Hi Suzanne, The new Leads section does not sync with Method as it is not available through the SDK for us to integrate with it.  This goes not just for Method, but for all integrated apps with Quickbooks.  Until this becomes available, Method or any other integrated app cannot sync with it. - Adam

Hi Angelo, Thanks for coming back to me with those details and questions.  In reponse to the questions posted in your most recent reply: 1 - Just a reference/link.  Though I do need to be able to report on these relationships well.  No scheduling or additional functions needed. 2 - I would like them to be in QuickBooks as well if ...

Yes. If you click Edit Series... you can delete all of the occurrences in the Recurring Dates tab. However, this will not label the series as OneTime yet. The RecurrenceType field is the field that holds the values OneTime, Series, ...

Just tried it again and go the error. 1. Clicked on Edit of the QBO_Invoice(2) screen. 2. Clicked on Edit of the InoviceLineItem table 3. Clicked Next to get to Step 2 4. In the bottom-half section under "Edit an Existing Colum".  Under caption I delete "Rate" for field name Rate and change to "Amount". ...

Good morning. I've done up a test estimate to make sure I know what I'm doing! How can I make it so that only the description of the service item shows up, not the cost breakdown? The only cost I want on there is a total for all items, HST amount and then final total. Background: I have a maid service business and don't want to show ...

Hi Marcelo, The work orders should show on the calendar when they are created.  For instance, if you create a series and make it occur each day this week, all 5 activities will show on the calendar.  Is this not what you are seeing?   I'd also check the some settings on the work order activity type.  This can be done by ...

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 ...