Method Community

Hi Marcelo,  First, find the screen you would like to edit in the Customize > Screens tab link and click Edit. To shrink a text field try increasing the amount of columns in the edit screen to five (this is the maximum). In the current design it is generally more visually appealing to have five columns on your ...

Yes we would be sending the information to our fabricator so once they have finalized the product they can be in contact with the customer.

Understood, hopefully some of our Community members who have something similar implemented can shed some light on this for you. - Ashur

What if I want the software to copy job items from the series job to the recurring jobs? I have set up the recurring service with a job item of "Maintenance Service", however when I generate dates for the recurring service, then go to the edit the individual services, the job item "Maintenance Service" shows up momemtarily, ...

Text fields, either in existing screen or new ones. For example you have a state field, that you know only two letters are going in, but the field has room for 40, how can I change this after is created.

I was hoping to see how other companies are doing this. Ideally, I would like to create a 6 step program that after entering the price for each step, the total price is reflected somewhere so the customer can renew the entire program. Don't know if I am clear

Hey Marcelo, Are you referring to the inquiry in this post? - Ashur

Can you please clarify which type of field you are asking about? Do you mean a field in a grid? Or do you mean a field that was added directly to the screen? Also, are you talking about a customized screen or a stock screen? - Jason

Hello Marcelo11756, I am assuming you are referring to the checkbox "Delete existing occurrences on insert" which you can find when you Add/Edit a Work Order in the Field Services Add-On. Basically it means it will delete any other occurrences which you may have scheduled for this work order and replace it with the new dates you are ...

Marcelo, The Route field is actually a field in the Activity table called ActivityGroup. In the Field Services app this field is used to group your activities by assigned routes if you have them in your company. You can also use the ActivityGroup field to group activity records in any other way you please.  - Jason