Method Community

Hi Suzanne, First off my apologies for the late reply on this. What you are assuming is the case. Something to watch out for (and something I did when testing) is to make sure you are uploading to SmartVault and not exclusively Method.  You have to make sure to select the radio button "Upload to SmartVault". Here is our Help ...

Hi swm023, Unfortunately, there is no screen for this table.  You can however, create a screen, base it off the ActivityInvoiceType table and design a screen to create some new options. Keep in mind that the stock FieldService_AddEditWorkOrder screen uses the original values in the ActivtyInvoiceType table for some of its functions. If ...

Hi, There are a few ways to disable the button action through customization.  I believe the easiest way would be to disable the ability to execute by user role. To do this you would need to copy and replace the current Method screen and edit this new screen.  When editing, edit the "More Actions" button in the Additional Info ...

Hi jphenke, Unfortunately, there is no easy way to bring this customer back. Once they are deleted from Method and QuickBooks, they are gone.   You do have the option of reverting to a backup of the Method account, however this is a chargable service. By going to a backup, you can then repush the customer record from Method back into ...

That's great to hear!! :) - Adam

Hi CF_Pro, You are correct. When you click the Select link in the search screen, it sets Shared Result values. Then those values are used in the OnClosePopup action set in the CRM_LeadList screen.  You can find the "OnClosePopup" action set in the Advanced button at the top left when editing the screen. Its on this action set ...

Hi Gwen, Can you expand a little further on what you mean by formatting fields? Do you mean by datatype (decimal, text, money...etc)? - Adam

Hi Phillip, Unfortunately, I don't believe there is any special syntax you can apply to get around this.  You'll have to change the field name. I'll be sure to get the team to update our documentation to make this more clear in the future. Sorry for any inconenience this has caused. - Adam

James, Good to hear the converting issue is resolved. As for the dashboards, the dashboards for Cases, Activities and Leads were only released for the QuickBooks Online, and not QuickBooks desktop.  They are coming for desktop, they just haven't been released yet.  This is why you don't see them in your account. It actually says ...

Hi James, I got your email. I'll take a look and let you know what I find. - Adam