Method Community

How can I get the address and phone number of my clients to populate on to my work order?

Darn!

Fran, This is currently a limitation within Gmail.  Any gadgets that are used in the Gmail user interface cannot be displayed when creating an outgoing email.  If Gmail ever adds support for this, then Method will support it as well. - Adam

I notice that on an existing button action set, any changes I make are immediately reflected in Method with no Publish needed. What are the rules for when customization changes need a Publish vs are immediately in effect? Make sense? Thanks

Should the Google Gadget show up on outgoing mail.... It doen't on mine.  It sure would be nice to be able to tag the outgoing activity in Method. Fran

The invoices are reflecting in the transaction section in the edit customer screen but when I click on on the go to link on next to the invoice I receive an error. Is there any way to fix the go to so it opens up the invoice?

QB Desktop, and I believe this occurs in the CRM. The screen used is a copy of the CRM_ActivityCalendar screen. By the way, I did install filed services so that I could view the screens (and maybe copy some of the mapping code) but that calendar refers to work orders (and not activities) so existing data isn't populated in that calendar. ...

Mike, I was able to replicate this issue and created a ticket for our dev team to investigate it. We'll update this thread ASAP. This only happens when the field is set to read-only, so if you want to show the value to the user creating/editing an invoice then I would suggest having two separate fields on the screen, one being the ...

Hi Mike, Sorry for the delay.  Can you tell me whether this is Desktop or QBO version, and also if you're in Field Services, Scheduling & Invoicing or CRM?  I'd like to see I can recreate this on my end. Thanks - Adam edit - Also, could outline the steps you took and which calendar?  I haven't been able ...

That sounds like a great idea. A couple of quesitons though. How do you create a new report? How do I go about inserting a jpeg to the report after I create it? Thank you for your help!