Method Community

Hi Lynn, I took a look and you have the screen, it is just not in the Campaigns tab.  You can go ahead and add the tab link to the tab.

Is there any way of removing the magnifying glass from dropdowns on mobile screens? We would like to display the dropdown only. Can't see anyway of removing/ hiding it. Thanks in advance.

Hi I'm looking for a way to set up a series of work orders in the calendar but for the system to recognise that holidays I've entered (or other bookings for that matter) are not over-booked  - I know this is possible in the Desktop version, and there has to be a way of arranging the Online version to do a similar thing? In the Desktop ...

Hi Adam, OK, I think I have it. Can you please click the link below and view the short video I made to show you how I did each action? Thanks again! Bryan http://screencast.com/t/a24CMNhfJU5

I am a new user and need help setting up the crews, any webinars or manuals about this. I created users, then go to dashboard and created the teams, but when I schelude work orders I don't see the crews or teams that I created, only users. What am I doing wrong?

Can the work order job name be the same for all customers? We have to schelude our weekly maintenance to all our customers, can the job name be the same for everyone, or it has to be different?

Hi jpfiester, You can use the OnClosePopUp event on the main parent screen for the refresh grid action. - Adam

Hi, I've taken a look and it appears you may be right.  When you change or save an occurence in a series, there is a field called IsChangedOccurence.  This is set to false when the series is created.  If an occurence is saved, then this is set to true.  It appears that when this field is set to true, it no longer shows in ...

Hi matlow99, From which Print Preview button did you copy the actions from?  Our stock ContactsPortal_Transactions screen has a print preview button.  I would take a look at that if you haven't already.  My instinct tells me that you just haven't filtered by the invoice recordID properly. - Adam

Trying to understand the workfolow and relationships within Method.  Here is what I understand (or misunderstand) thus far: Estimate --->  Customer PO ---> Sales Order ---> Invoice ---> Customer ...