Method Community

Before getting too in over my head, I'm looking for a little info on how to go about creating a new Third-Party Portal for a contractor/vendor/employee who is not a Method user, but may need to enter time and/or expenses. If I include the QuickBooks_Time Tracking Screen, I see it looks at the Entity table, so a filter could be created, and ...

Garrett - Welcome to our forum From your post, I have interpret the following situation : You are trying to create multiple work orders and want to perform this task all from the invoice screen. You are entering several Service Date items on the invoice screen and want those service dates to become work orders and allocate them in the Method ...

Hi Sherrie, There's a few different ways to do this. Some involve more customization and others can utilize what is already there. Here are just a few options: If you want the work orders to be printed on one page, you will either have to create a new report template or modify one of the existing ones. It would probably make most sense to ...

Hi Valbon, I was able to do this, BUT I also need to be able to enter a word in the "date acquired" screen if the equipment is pre-existing. I've tried every setting possible, but I'm only able to enter numbers into that field. How can I change that? My next project is setting up a way to run a Work Order History for a ...

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.