Method Community

What happens if someone fills out the Web Form that is already in my CRM?  Will it create a new one and then I have a duplicate or would it recognize the name and log an activity under that contact/Lead?   Is it possible to to have the web form automatically create a new lead/activity to follow up on and send me an email notification ...

Hi, I'm trying to have the status change on a work order after someone from the work order has clicked the create invoice button, created the invoice, and saved....then that work order, canges it's status from "to be invoiced" to "awaiting payment". I'm trying to figure out if I need to make this something that ...

Andy, Dropdowns will work.  I'd suggest taking a look at the mobile versions of the Invoice and Estimate screens.  Those screens are very similar to the Purchase Order screen and can give a good idea on how to design your screen and the actions you may need. - Adam

Hi alex.miller, We have an internal project for tags that is currently taking longer than planned. We have had to push this back until the tags project is done. But once the tags project is done, this will be at the top of the list. Dave  

I'm looking at creating a mobile screen for creating purchase orders, viewing existing purchase orders isn't required. Best practice suggests not using any grids on mobile screens. So I need to replace the grid for adding line items on the standard screen with something else. I think a series of dropdowns will accomplish this, but is ...

Jay - everything that is available, is "standard" in the Field Services app already. I'm unaware of whether anyone has taken the advice in the thread and has made something that can be copied. Paul

Ok cool glad you recognize the flaws, hopefully I will not have to call on you to be a log reader in the future :) Thanks

[quote user="Method_Paul"] -OR- after you created all your invoices using the API, sign into Method, and have a screen that loops through all your new invoices and emails them - here you can use the "Generate Report" action where the action result will contain the location of the PDF it created, and in the "Send ...

Agreed. However, it's not as easy as just delivering the raw error that we get, as that can potentially be a security risk as it may give out server configuration details. So our job is to parse common errors and turn them into meaningful messages. That hadn't been done for the error above, so you just got the generic "we haven't ...

Hmm.. at least output some useful error info within your api.