Method Community

Hi! On the Opportunity screen I have a button that triggers a new activity based on the Opportunity.  It populates the Contact information at the top correctly, as well as the comments and type.   But, I want to be able to automatically poopulate the "Link to Existing Opportunity" field, as this is created from an ...

Hi Tom, If you are referring to the Time Tracking entry we can automatically create time tracking entries for those completed work orders as long as we have a duration of time, or Start and End Times. - with customizations. We have our pay as you go plan to help with this set up. Let me know if you are interested in more info so I can send ...

When creating work orders, I assign a time block that shows up on the work order calendar for the assigned job. To do time entry for payroll, I have to open a different screen and re-enter all the same information. Is there a way to have that all done once? Create the calendar event, adjust it for actual time worked, and then that ...

"Hello, Thank you for your question and bringing this to our attention. We have been able to replicate the issue, and have launched a request for our development team to look into this issue. The issue seems to happen on Android devices wheras Iphones are working normal. We can inform you once this issue has been resolved. Thanks! ...

At the moment this action is not available on our New version. I would suggest going into the Classic version any time you want to create recurring records then switch back into New version to view/modiify/delete the data, and only using Classic to create. This is until we build this same action on New version which is on the ...

This seems to only be available in Method Classic. Is there a way to do it in the new version?

Hi all, In the browser version of Method, when I click on an address it opens the Google Maps App. When using the Method App, clicking on an address opens a Google Map in the browser, but doesn't open the Google Maps App. Without the Google Maps App running you can not do navigation as the browser version won't access your location. Is ...

Hi TroyW, Glad to hear you're finding your way around Method! You can find out more about the Character Function (Merge Fields) action HERE - Hopefully this points you in the right direction. Let me know if you have any questions! Thanks TroyW, -Ben

Thanks Ben! After creating a whole new app to demonstrate to you, what I am trying to accomplish ...I stumbled upon Email Templates, and decided that I might be better served to generate a form letter from there. The problem I was having...is addressed by mailmerge and character functions. Can you point me to a reference for ...

Sorry for the confusion. We have sent an email directly to follow up on this.