Method Community

 Hello, Just for the benefit of the community - uninstalling a Method Application such as field services does not affect customizations you made made to it. If in doubt, follow these simple instructions (thanks to Paul): 1. Remove Field Services 2. Go to Customize -> Screens. 3. All your customized screens related to Field ...

Laura, Hope all is well.  :)  May I also suggest posting questions like these on the Consultants and Account Managers forum group.  The group is dedicated for Method Consultants and Account Managers like yourself.  This group is more of a users group but if you feel the questions are of a general nature, feel free to post ...

Hi Alec, One workaround that we thought of here at Method is to use MailTo handle. This will allow who ever clicks the link to open their default client with some preset parameters (Subject, CC, BCC, Body). However, you will not be able to use attachments. 1.      Drag a label object on the screen, ...

 Hi Laura, I've emailed and left you a vm message regarding getting the client's account name. In the mean time, a workaround may be to try to import field services again in order to get that screen back, and then add the tab link in under customize -> tabs. Regards, Denis

 Hello, You have actually found a bug! Thank you!  We've set the dogs on our developers to fix this. As a temporary work around however, what you can do is the following: Add a basic math calculation action to your workflow, that will take the original action result variable. Add 0 + original action result variable then round ...

Hi Alec, At this time Method does not provide a way for you to prefill a new message with those fields or add an attachment and send them to an email client outside of Method. Regards Denis

 Hi Mark, Thank you for sharing your feedback here on the Method Forum. This will benefit the greater Method User community. Regards Denis

Hello Karate, Assuming that you are speaking about the balance balance column under a screen such as Customer Center Tab -> Customer List Tab-Link -> Existing Customers Grid, you can utilize the "retrieve value from screen" or "retrieve value from table" actions. If this is not what you are trying to achieve, ...

 Hi James, On its own, Quickbooks does some of the work associated with prefilling fields for you, (sans Method). As an example, when creating a 'child object' (say a customer job), Quickbooks will automatically copy over some data (such as address, phone number, email, etc.) from the 'parent object' (say a customer). ...

Hello folks, A quick point about QuickBooks custom fields and how they are handled by Method. Custom fields in Quickbooks can of course, take any name. However, should that name a user gives to a custom table in Quickbooks be identical to an existing field in that Method table, Method should append a number (please let us know if it ...