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Guys are you checking it out or I'm all alone here? :)
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Hi Valbon,
I'm already onto a new problem. Within Field Services, I would like "Equipment" to show up as a tab within the "Customer" Screen. How would I go about making that change?
Thanks again for your help.
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Hi Valbon,
I was able to remove the Conditional Warning from the save button. I wasn't aware that was even an option. Thank You! I believe that may be it for this project, but I still have numerous other tasks that I'm sure I will need help with.
I am working with Climate Control Corp to set up their ...
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@ericpierson - welcome to our forums!
I believe this is possible but would require some customization. See my response in the thread above. I have not personally tried to customize this area of Method but that's how I would start to approach it.
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@simsimsalabim
I entered a fake customer in my sample account with the same address details you provided. Sure enough I received the same message which was a fast and easy way to replicate this. Then, I took the same address (address portion only excluding the name) and pasted into Google Maps, the response I got was "Did you ...
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Dave,
I'm checking Method CRM - it does show the correct amount of $442.20 - The problem is in the intergration between Method and Quickbooks.
Nick
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Dave,
Its not working. I'm getting the same result. The same thing is happening in an Estimate Object. If I insert an EstimateLine with a rate of "442.20", QuickBooks shows it as "442.199999". Any ideas?
Nick
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Mark – Welcome to our forums
1. What is the easiest way of setting a reminder to call back a customer and allocating to a user - i was expecting to be able to right click or ser within estimate.
The easiest way to set up a reminder to call back a customer is an option with our Activity Screen called Schedule a Follow-up. Once the option ...
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Warren_nickus
Can you please trying inserting it using the new version of the api and let me know if that solves the problem
https://www.methodintegration.com/MethodAPItest/Service.asmx
Dave
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Hey Guys,
Lets say I'm updating one of the documents stated in the subject. I have its ID and I want to delete all the item lines and re-enter them in. How can I do that?
Thanks,
Nick
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