Method Community

Hi there, Researching to simplify from using multiple work orders in Field Services.  Is it possible to tie Invoice 'Service Date' actions to create events on a Field Services calendar (like a Work Order 'Date Start' does)? Thanks, Garrett

  @warren_nickus Currently in Method, the invoice screen requires each ItemLine to contain a value in quantity and rate fields. This is by design Within QB, when an invoice line item contains no values (null), we convert the null quantities and rates to 1 and 0 respectively. We have determined it would be a big job on our side if we are to ...

@warren_nickus It is possible to include an attachment in the email. Take a look at the Send Email action and you will notice the option for ‘Attachment Location’. If you use this with the Generate a Report action to silently run generate the report (un-checking the option to show it in a new window) the result can be used in the ...

 Warren_nickus, The information you are looking for is available in the Method CRM help center, located at  http://www.methodintegration.com/method/kb.aspx?folder=MethodCRM&article=Overview&id=73 In particular, Information about creating method shortulrs is located at ...

 How can we set up a button that sends an email to the customer with an Invoice PDF file? Thank you! Nick

@smohyee  Yes, there is an action called 'Close Pop up Screen'. You might want to add this action near the end of the action set (in the pop up screen) just before moving to the next tab link. This will ensure the pop up closes before leaving the screen.

Invoices New feature to accommodate email notifications when saving. Fixes to save & close so screen closes when open as pop up. Fixes to actions on save button to meet Method validation for actions.

By "transition popup screen" I mean screens used to gather information when going between two tab links. I use such screens when generating POs or Invoices from the Sales Order screen, to do things like select the appropriate line items.  The default transition screens Method uses transition into other popup screens - eg the SO ...

Thank you sir

@smohyee [quote user="smohyee"]Please clarify one more thing for me: In step 8 there's the option, "This user only has access to specific existing tables". If I were to remove access to a table, would I still be able to view/edit the table fields (since no record data is provided in the table editing screen), and ...