Method Community

pdirect, From the estimate screen if you click on More Actions > Customize Templates... it will bring up a popup that will allow you to set the default templates to be used and a link to download the Method Report Designer to customize templates. You can find webinars on how to use Method Report Designer here. -Michael 

Tammy, If you customize the grid on the FieldService_WorkOrderList screen you can add the ShipAddressAddr2 column and use that to sort/filter as needed based on the address. When you create or edit a work order you can set the Route under the Additional Settings tab. -Michael 

pdirect, So to confirm in the grid with the GoTo link the On Hand quantity is displayed but when you click GoTo the popup screen that is brought up doesn`t show the On Hand quantity under the Inventory Information tab. Can you send a screenshot to m.melo@methodintegration.com -Michael 

pdirect, [quote user="pdirect"] I know I can check that box, but the point is that the box should ALREADY be checked by default as too many times the reps forget and don't check it.  This box is checked by default with the Outlook integration tool, so why not have it checked by default in the Method web ...

pdirect, When you edit a grid in Step 1 of 8 you have an option to set the number of rows to display. You can also temporally change the number of rows that are displayed in a grid by clicking the + at the bottom of any grid. -Michael 

pdirect, Please refer to your other post here. -Michael

pdirect, The On Hand quantity should show up. Is this happening for all inventory items? Did you add these items directly in Method or in QuickBooks? -Michael

pdirect, The Method Outlook Add-in's sync is bidirectional but it is not an automatic sync like Method is with QuickBooks. You will have to click on the Synchronize button in Outlook anytime you want to synchronize appointments either to or from Method. -Michael 

pdirect, This old post should point you in the right direction (Link). -Michael

pdirect, You can add the File Attachment type field to the customer table and use that to store an attachment. Each File Attachment field that you add can only store 1 attachment per customer, so for example if you want to store 2 attachments per customer you would need to add 2 File Attachment fields. After adding the field you will also need to ...