Method Community

[quote user="AutumnW"]Yes, there is a validation rule attached - it requires an account.[/quote] This is a problem, you should not have this validation since this field is not in use for QBO.  My Method CRM QBO account does not have the ARAccount field and your stock table for Invoice shouldn't.  If you added this field, ...

[quote user="JKM@SA"]Is this the recommended way to access the designer now?[/quote] The report designer is actually an installed application, once you run it for the first time it should show up in your start menu.  The application is always updated, when you launch it'll always update to the latest version.  Depending on ...

[quote user="micheleh"]does the scenario i described exist and if not how difficult do you think it would be for me to create this?[/quote] This scenario doesn't exist in the current version of Field Services but is something that could be built on your own, or with the help of one of our consultants here. ~C

I'm having a couple issues. 1. I have a report with a DetailReport Band and it was working but after watching your webinars I went and messed with it and now it's not.  :)  The simple question is I have a DetailReport Band that referrences a table and if there is 1 thing in the table I get 1 printout.  If there are 2 ...

The email settings are clearly a lower priority - since I first need to be able to fix the invoice issues themselves before I can email anything. Also, the invoice I tried to email (but didn't send) was created in Method, not QBO. Then invoices I'm having the real trouble with are the ones that were made in QBO. The biggest problem of ...

[quote user="AutumnW"]I assume this is a setting that needs to be enabled.[/quote] This should work for you, on my stock QBO screen I had no trouble sending or receiving an email from Method on a QBO created invoice.  Check the email address and the email settings in your Method account. [quote user="AutumnW"]Will ...

[quote user="chrisg"]Is there any way we can have the original Method Quickbooks estimate installed on our account?[/quote] The original screens inside Method cannot be delete and modified.  What you might have done is replaced the tab links on one of your copies.  How are you accessing the Estimate screen?  If you click ...

I see that you can now access the report designer through the More Actions button in Estimates & Invoices.  Is this the recommended way to access the designer now?  It has been almost a year since I've used the report designer.  Has anything changed about how you use it?

[quote user="SMFletcher91"]Would deleting the activity first, then deleting the contact or lead provide me with the end result I'm desiring?[/quote] Yes.  I just confirmed this on my account, deleting an activity then exporting the database will show those rows removed.   If you had multiple activites to delete, and you ...

Everything Method has already set up for Field Services is exactly what my client needs and is very excited to use. However, they also NEED a scheduler - where step three cannot be addressed until step two is completed. I see the schedule and it looks awesome - does the scenario i described exist and if not how difficult do you think it would be ...