Method Community

Thanks Sam - I think I figured out how to create it.

Hello TomF, I just want to clarify a few things first. Within the Method CRM, you have a Lead, and under "Additional Info" you have placed a parental customer under "Job of Customer". This is the part that I'm not too sure of: [quote user="TomF"]This flows into the "Customer:Job" section when ...

Hi Formation QB,  Did you look into the advanced field settings of the field Item in the SalesOrderLine grid? You can get here by clicking Edit on the grid, skipping to step two of the grid wizard, and clicking Advanced on the Item field. Here you can ...

Hi CDS_Josh, Based on the error message it looks like you are not actually populating the startdate variable in your code. ie. you are using sSelectWhere = "ActivityType like 'OB%' and NOT(AnalyzorName is Null) and NOT(AnalyzorName = '') and (DueDateStart >= STARTDATE OR ActualCompletedDate >= STARTDATE)" when ...

Christian, If I understand correctly, you would like to have the job items of a series copied over to each related occurrence automatically? This would require some customization. My suggestion would be to make a copy of the FieldService_AddEditWorkOrder screen and edit it. Take a look at how the actions in the Copy Job Items from ...

Hi I have made a copy of the QuickBooks Sales Order screen which I have ustomized.  Now when I attempt to make a SO o nly the Main items show not the sub-items.   When I select the item, only the Main Item is populated in the field.  In this case BRP and not the sub-item selected: 010060e. Can you tell me what I ...

Hi Malcolm, I would recommend that you download our Method Field Services app which will greatly aide you in this. In order to download the app in Method you can go to Customize > My Account > Add Apps from the Method Application Library > Method Field Services.   In Field Services you can create a Recurring Job with ...

Also, I'm having the same issue creating records in the Invoice table and the ReceivePayment table. For example, both of these should also have a Customer_RecordID of 53434... [Invoice] table Field List: RefNumber,Customer,Memo,DueDate,TxnDate,ARAccount Value List: 030113-0251,Mataya, Marc,,03/16/2013 12:00 PM,03/01/2013 01:00 PM,Accounts ...

I'm adding a series of records to the Activity table and only some of them are getting assigned the correct CustomerRecordID. The others are getting a CustomerRecordID that doesn't have any matches in the Customer table. Example data below. Is there somethiing wrong with the data I'm passing or are there other fields I should be ...

We are having a tough time finding the best place to enter new potential jobs. Our QB customer structure is Customer:Job:Sub-Job. Under the Leads tab, Lead Name equates to the QB Job and we can select the appropriate parental relationship, if any, under Additional Information and Job of Customer. If not, new leads are created for the parents and ...