Method Community

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 ...

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