Method Community

Valbon,   Thank you for the help. I've successfully been able to add the Technicians names into the "Assigned To" field. However, when I went back to the Field Service>Add/Edit Work order screen, I am unable to load the drop down. I keep getting an error message.    

This question is more out of curiousity than anything, though it would also have some aesthetic applications. I found a similar question being asked by jnoneiliv1 here, but no explanation was given as to the 'hidden' actions performed by the grid update/save.  Specifically, I've noticed that when updating or saving screens ...

Both Loop Through Table and Loop Through Grid have a property that allows selection of a field for "Only show distinct values for field" in the case of Loop Through Grid, or "Only distinct values (optional):" in the case of Loop Through Table. What's a "distinct value"?  There's no explanation in the ...

Updated Method Integration Engine for QuickBooks Desktop The following minor update is now available on the version 1.0.202 of the Method Integration Engine. Enhanced error reporting - We made a minor update so that we get notified in more situations where the Method Integration Engine cannot complete a full sync due to problems outside ...

  Without actually building your chart it's hard for me to provide support on the report designer.  My response below should be a solid starting point but if you have further questions on this specific chart then you should probably contact us for paid support.  It helps to have some formal programming background when diving ...

I discovered that the "FullName" field needs to be used - not just the "Name" field

When I try to insert a Sales Receipt Line, how do I identify the  right "Item" ?  Using a "Name" from the Item table does not work. Using  a RecordID from the item table does not work. How is it determined what the possible values are for the Item field in the SalesReceiptLine table? On-screen it is a dropdown ...

I have already tried reverse engineering it by looking at several monthly reports that already exist and the default chart showing the overall win/loss/cancelled ratio. The issue I am having is creating one that will first break the proposals down by month and then show the number "Closed - Won" and the number "Closed-Lost" or ...

 Hi Jamie- If you switch to the April version of Method this issue should be resolved. You can switch to the April(Stage) version from the bottom of the Method login forum. -Michael

[quote user="smohyee"]And for that matter, why can I put html code in a user's email signature, but also enter things like newlines and other whitespace like it was a text editor and have it show like I put in the appropriate html tags?[/quote] The editor provides everything plus the kitchen sink.  It's extremely robust ...