Method Community

Is there away to notify a team member when a new lead has been assigned to them? Other than creating an new activity for follow up?

We have added the web to lead code to our site in order for our web leads to auto populate into method as leads.  Is there anyway to have these new leads auto assigned to a specific team member?

Here's how you can go about dynamically adding pictures.   First you'll need to add a "Picture" field to the Activity table in Method. Make sure the field type is picture.  You can then create a custom Work Order screen that includes this field.  This will allow you to upload a picture and attach it directly into ...

Hi Marcelo11756, The Activity table holds all Work Order records, as they are technically an Activity Type. When you say service item table, are you referring to the Item table? If so, the Activity table is already linked to it by the FullName field in the Item table. What is your goal? What exactly are you trying to ...

Adding filters would be the best way to show your data the way you want it to appear, i.e. only records of a specific ActivityType. No challenges are mentioned but the current way the system is setup does not support multiple resources per calendar, so if you change one of your calendars to show a different resource (ActivityType) ...

I've never done this type of customization before so I would have to test it out.  Is the picture related to something?  Say for instance, you had 200 different work orders.  Would you like to add 200 different pictures?  Or would you just have 10 or so that you would use depending on the customer or technician? - Adam

Yes, I guess dynamically adding pictures to the form is what I am after. I would hate to have to open the report designer each time in order to add a picture as the pictures being added would be changing everytime the work order was created. Is there a way to do this?

Hi, You can add a picture to the report using the picture box field.  However, just so I understand correctly, do you want to dynamically add a different pic to each report when you print?   - Adam

Hi Marcelo, You can use the same estimate and just remove the activity number and click "Create / Go To Work Order".  You'll have to remember to remove the items that won't apply to that particular work order.  But this should achieve what you are looking for. - Adam

Steve, I ask because we've had two or three instances in the past month or so where the user had Windows 8.  Unforntunately, we haven't been able to pinpoint why this is occurring, or replicate it.  One user was able to get rid of the error by changing the drive letter (his was a similar error but said "no disk" and ...