Method Community

Hi swm023,   The best way to update the leads is to first export the customer table as well as its fields that you want to update in the format of .csv.   You will then be able to import the updated information back into that table. Its best that you export the RecordID field since it is considered the key field as well as the ...

Hi viret56, This message that you are getting normally comes up when a user modifies the Tab Link name that the Go To Link action is looking for. I also wanted to assure you that the CRM_EditCustomer screen wasn’t deleted because you can see the name in the screen listing. Try the following steps: 1.   Customize > ...

Hi swm023, I wanted to confirm a few things first: Are you trying to import into the Contacts table or the Customer table?   I need to confirm which table you are trying to import into first. 

Hi swm023, I have a few questions for you: 1.     Are you using the original “Staff” role that came with Method? 2.     Did you create the “Staff” role yourself? 3.     If you created a new role, did you associate its parent role to one that doesn’t ...

Hi swm023,  Here are the steps you need to take to make the change: 1.     Go to step 3 of 9 within the Grid Wizard.  2.     Click on New/Edit and make it a new view 3.     Select the field that you want to filter by 4.     Click on Insert Filter 5.     Select the filter criteria ...

Hi nathersteiner, To find out which invoice screen is active, you need to do the following: 1.   Go to Customize > Tabs 2.   Locate Customers 3.   Click on Edit Tab Links  4.   Look at the Tab Link Name for Invoices 5.   Beside it, you have an associated screen 6.   You will then be able to see which ...

Hi wmcfall, For question 1: For the work order screen, you need to make sure that you set the filter to show “All occurrences”. That will show you all of the Work Orders that belong to all users.  In the calendar, you will be able to see all of the users that are assigned to the admin. To be able to do that, in the Calendar ...

Hi Blake,  You can change the name of a report by clicking on the … beside the “Choose Template” dropdown in the “Send an Email” section when you create a new activity. In the “New/Edit Email Template” screen that comes up, you can select the template on the grid on the left which will then ...

Hi John, The reason that this is happening is because there are actions on the mobile work order screen that copy the items when you open up the screen.  These copied items will then appear within Field Services when you open up the work order there.    I hope that helps.  Ronen

Hi swm023,  The “Contacts” grid that you have there is based on the contacts table. The custom fields that you added are based on the customer table. In order to be able to see these fields, you will need to link them via the entity table.  If you are not able to see the other columns for the other grids, please note the ...