Method Community

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?

I still confuse with Teams. We are a lawn mowing co, mostly. Have several crews. Sometimes a foreman will be in crew 01 with 2 others employes and sometimes in crew 02 with only another member. I created my teams in method, for example Team 1, I called it crew01, the team leader is Carlos, and Jose is the other member of the team. When I create ...

How do do change the sort order in the entire series? I was able to change it on one ocurrence, but I can't on the entire series

I am desperately trying to get rid of the $0.00 on my invoices when there is a blank line item.  When the invoices are created the billing lady sometimes skips a few lines and starts in the middle of the invoice, which has not been a problem until now.  Now that we use Method those blank line items show up with $0.00 as their value ...

Hi Melissa,  Under Customize>My Account and then User/Password Preferences you'll see the attached screen. Is this what you were looking for?  Jason

Hi fmf7, [quote user="fmf7"] 1. can contacts be shared across customers? [/quote] No, this is not possible out-of-the box, as contacts belong to customers. For example, John, Debbie and Nancy can all be contacts for company ABC Acme Inc. but cannot at the same time be contacts for XYZ Acme Co.. [quote ...

Jason, that's exactly what I was looking for--thank you for your help!

Hi  I am wondering if I can set up time tracking on a specific project to a) log me out if the mouse and keyboard remain idle for a certain amount of time or b) not log me out no matter how long I stay idle. Thanks

Hi Andrew,  There is a simpler way to do this right in Method without having to edit the HTML directly. Load the correct Web-form and skip to Step 8 of 9: Edit Field Description. This screen gives you a column with the option to hide/unhide fields. Hope this helps!  Jason