Method Community

Marcelo, Since you have your equipment already in Method as fixed assets, instead of using the equipment field, you can customize the grid on the Add/Edit Work Order screen to allow you to select a fixed asset for that job item. You would have to add the field to the ActivityJobItem table as a dropdown linked to the item table.  You can then ...

When I search two names appear, the customer lead that was in method before, and the new name with the new email address, but it does not have a "type", and the gadget does not find it.

Also, I deleted one of the new screen from one of the new dropdown fields, I did not know what it was. Will I have to delete the dropdown field and create it again to fix this??

Hi Marcelo, Click on the Contact was not found link on the Google Gadget then search for the customers name. You'll be able to select the customer and add this name/email as an additional contact. Hope this helps! - Ashur

Is there a way to change the order in which they appear in the list?

Marcelo,  When you create a dropdown field Method will automatically create a screen and a table for this field. To find this screen go to the Customize tab and click the Screens tab link. Hover your curser over the appropriate screen (likely called "CustomerCategory") and click View. From this popup ...

I recieved an email from a lead from a different email address, how do I enter the new email address to method?

Dave,  You can also try the Transactions tab within the Edit Customer screen. This will allow you to view all transactions for the selected customer. Hope this helps.  - Jason

Marcelo,  I discovered that an easier way to expand the email body is to click the button shown in the screenshot below. - Jason

My equipment is in quickbooks already as fixed asset items, all the info like year ,model, serial number, purchase cost , etc, is all in quickbooks. Since method syncs with the items, I would like to schelude work orders to perform oil changes, tune ups, brakes, etc. The solution that you are giving me, I will have to create and enter all the ...