Method Community

Hi all, Sorry for the delayed response, I was gone for the weekend. Here's where I'm at after reading your posts and emails:  The more important issue (resolved) : ie, getting the Report to show the description only lines I've just tested the standard Sales Order and Invoice reports that come with Method using both custom and ...

 I have added the Portal Password and Portal User Name to a screen.  I published the screen and those fields appeared as I expected they would.  However, when I select customers who I know have registered and have successfully logged in with a user name and password, those fields are empty. We would like to see this ...

@mrjonboy - I don't think TeamMember is going to work for you.  That's meant for the Scheduling & Invoicing app.  It's purpose is to group existing employees and relate them to a team. It's better to create a new table. In terms of finding out about updates, you can subscribe to the RSS feed for our release ...

Hi viret56, These conflicts can prevent the sync from completing. This specific conflict you are referring to is coming from QuickBooks and you need to follow the instructions given in the message to try to resolve the conflict. For this specific conflict, deleting it will permanently delete the record from Method. Retrying will attempt to send ...

I see from searching the forum posts that others have had issues with synchonization completing.  I am trying to help a client resolve synchronization issues.  (They have contacted Ronen directly, as I intend to.  But first a question or two.) I see several conflicts that begin "QuickBooks returned an error when ...

Yep, we have QBO. Thanks for the info. Seems like using QBO we are always on the trailing end. :-( Anyway, i will do a work around, maybe info goes into the Team Member table for now. How will I know when things have been improved/updated so that I can start creating it the way I think we want it? Thanks again.

@Wylie - Really sorry for the confusion. It is *not* possible to make a grid editable for a mobile screen. Grids on mobile screens are read-only. In the future this may change, but it was not a priority for us when we developed it - reason being, the screen real estate is so limited, that you can only really get two columns across at most, which ...

Hi wmousseau, When you log into Method with the regular sign in, that is when you can make changes to a regular screen. You need to go to  Customize>Screens, and click on Copy for the  FieldServiceMOB_WorkOrders.  In the wizard, make sure that you select This Account in Step 1 of 3: Choose Screen, the new name of the screen ...

Ronen, thanks for all your help. After messing up a bunch of screens, I have learned that a novice like me should not replace any Method screens. Instead I will create or copy screens and make a Tab link for them instead of Replacing. That way I do not remove any of the Method screens. Perhaps as I work with the system more, I will understand the ...

Thanks! Ronen was able to help me out. In the future, I am planning on not copying an existing screen and replacing it since it affects all screens that are linked to/from it. I  just copied the screen I wanted to modify and added a tab link for it. That way I don't mess up the links on the Method screens. It seems to be working for me ...