Method Community

John, For occurences of a series, job items get added to the work order in one of 3 ways: 1. You print a route list from the work order list screen. 2. You open the job on a mobile device. 3. You click the Copy job items from series button. To do what you are looking to do, you will want to mimick the logic of one of those action sets. before ...

Hi Marc, Are you using your custom table Equipment to store more data aside from customer username, password etc.? In the given case making the fields that the customer will be able to view or enter information into part of the customer table will be very helpful.  - Sam.

[quote user="bcr_garrett"] Is there any way to add other functions to these dynamically created "rows."  I would like to be able to average a column instead of subtotaling - but keep it in the grid for ease of exporting and printing if necessary. Any suggestiong? [/quote] Hi Garrett, Only subtotals may be part ...

[quote user="Method_Samreen"] We need to clarify if this is for the customer or for contacts? Are you trying to have the information displayed based on a customer level? So if any of the contacts under customer MyCompany login they will be able to view or edit the customers username, password etc. [/quote] This is what I am ...

My customers are syncing to QB online but my Invoices are not. When I do a sync I'm getting a message saying there are Invoice conflicts. They type says Addition and the message when I click on more info says:   Recommendation: use the Clear option. There is no field information for this record. This can occur when the conflict ...

Greetings, This button worked in QBD and this button works with series work orders in QBO. This custom button took the workorders, took the frist line item from the work order and sent each customer emails to let them know the day of service.   Now this button only works with series/one time work orders.  If there are ...

Hi jad,  Some customization can be done to achieve this goal. I don't think you can add the count right on the grid but you can add it elsewhere on the invoice. Add a textbox or a label object somewhere on the invoice. This will be used to display the count. Next add the following actions into your Save button. ...

Is there any way to add other functions to these dynamically created "rows."  I would like to be able to average a column instead of subtotaling - but keep it in the grid for ease of exporting and printing if necessary. Any suggestiong?

Hi theavsspecialist,  Unfortunately at this time, unlike regular Method, you cannot customize the Google Gadget. You also cannot use any custom tabs, screens, fields, or actions that you have in Method. It can only be used 'out of the box'. Hope this answers your question.  Jason

Hi Marc, We need to clarify if this is for the customer or for contacts? If we take a quick example where we have a company called MyCompany which is the customer and has 5 contacts under the Customer called contact1, contact2 etc. How are you trying to make this? Are you trying to have the information displayed based on a customer level? So ...