Method Community

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 ...

So, I tried to do as you suggested. Go to the original estimate, copy and make small changes as I go, saving and testing at each change. Well I went into method and opened the QUICKBOOKS_ESTIMATE and it is not the original. I vividly remember copying, and renaming the original before making a custom estimate. Is there any way we can have the ...

Would deleting the activity first, then deleting the contact or lead provide me with the end result I'm desiring?  I've been doing this today, but I've got so many blank fields that I'm not sure if it's making a difference in my export files.

Hi Autumn, Lot's of information in your post here, I'm just working through the details and will respond as soon as I can. ~C

Hi there, Yes, we certainly do have info on the import tool. Let's start by providing you with two things. Use our Help Center for an article on this topic (click here) Try following a webinar on this (click here) for a list of webianrs and search for the Import / Export Tool Let us know how this goes.

We are currently creating invoices in our QBO file and transitioning this task to Method. For some reason, when viewing invoices in Method, the BillAddress fields are  mis-aligned. Invoices look fine in QBO, but in Method, the company and contact names are not displaying for many records. I knew the information was available, just not ...

[quote user="smohyee"]do you have a suggestion for the override script?[/quote] I got a tip from a team member here that if you use QuantityOnHand as your SQL Override on the item grid column for Quantity On Hand you'll have the display with no decimal places. ~C 

Is their any documentation for the import tool, and any tips on how to do migrate from dynamics quickly and effectively?   TIA

It's obvious you guys are under staffed, this is why I am saying you guys need to hire contractors to develop crucial tools to bring in more business. ok I am done with my rant :) I will post in the other forum. Thanks

[quote user="billf"]How can I customize Method to do this?[/quote] Following my advice in the other post, you'll need modify the New Activity screen to trigger an "Enter Value Into Field On Screen" action when the user clicks the "Send an Email" checkbox.  A couple of good webinars for you on this topic ...