Method Community

Hi mizebls, Technically you can include the AssignedToField from the Activity table in your web form but this would not be recommended as the lead who's submitting their information would need to select from a list of your Method user names. This is a potential security concern, also the lead may not know what this field means/is used ...

But this way all six applications will have the same job name, and they will have an exact date. Ideally, should be each application with a different name and should be on a waiting list, since we do not know the exact date of the application

Hi Marcelo, You can do this by creating a recurring series of work orders.  When creating the Work Order, you click the recurring checkbox for recurring dates.  This will allow you to create a series of work orders.  You can setup the occurrences based on a number of different options, including weekly, monthly and variable ...

Hi Paulette, Was there any message with Method PUSH when you were syncing?  I've seen this once before, but this was on a server environment.  Can you tell me a bit about the computer Method is being installed on?  Have you checked firewall settings, network settings?  Perhaps there is something in the network or ...

How would you go about scheludeing a six application lawn treatment program?

I reset a new Method account linked to my staging test QBES file to their "live" file yesterday.  No issues with the Full or Changes Only sync but the Method PUSH fails.  I have never run across this and have no idea what to do next.  Has anyone run into this?

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 ...