Method Community

Hi, The simplest way would be to change the filter on the calendar.  If you select change next to Assigned To, you can select the user that was assigned a particular work order (you can select as many usres as you want here).  This can not be set  to default when it loads, that would have to be done by customization. ...

Hi rcclarkcpa, It could be that this Sales Rep/Employee is listed as inactive in QuickBooks so when yo go to your Employee Centre the default view shows All Active Employees. If this is the case just change the filter view to All Employees and you should see it that particular Sales Rep show up on the list. If you're still not seeing it on ...

Hi rcclarkcpa, We're sorry for the frustration this has caused you, but to help clarify this topic, check out our List Builder Help Centre Article, in particular, look at the Automatically Merged Fields section. - Ashur

I use a different piece of software at the moment so my customers can view workorders or even add new ones. I know I can do this via Method for admins and employees. But can I have this option for my custiomer to view and add work orders via the contact portal? Also when ever I send out a email to a customer to log into the portal it always say ...

Its working. Wondering if my internet connection is causing this issue.  Thanks,  JohnM 

Is there no way to have the work order show up on everyone's calendar that is working on it. So all of the team members will have that job show up on their calendar. Or is this something that would be a customization job to get it to work ( I'm thinking possibly by making a duplicate entry w/ different AssignedTo fields for everyone ...

What if the sales rep doesn't exist in QB as a sales rep?  then what?  Can I get someone at Method to edit the table behind the scenes to remove a particular sales rep from the table?

[quote user="rcclarkcpa"] Someone at method told me to select a vendor to be a sales rep, when it fact it's the employee with the same name that should have been selected.  Now I have a sales rep I want to delete but can't.  I can't delete them as a vendor in QB as they are a real vendor.  Worse yet is that I ...

Someone at method told me to select a vendor to be a sales rep, when it fact it's the employee with the same name that should have been selected.  Now I have a sales rep I want to delete but can't.  I can't delete them as a vendor in QB as they are a real vendor.  Worse yet is that I can't add a new sales rep with ...

I had the same issue with the list builder and leaving the Contacts.FirstName text in an email where it was supposed to personalize it.  What makes me really angry about this is that Method's own "what is a merge field" dialog says to do it this way on the email template screen.  If an email template isn't going to ...