Method Community

Ronen Thanks, is there a way to have assigned techs pull up on the calendar by default?    

Done. I have a new idea I want to try out: As you said from the beginning, the SalesOrderLine table has two required fields: the Item and the Rate. For this reason, I can't add a record to that table with just a value in the description field. So what if instead I created an action set for "text change" on the ...

I see that some database fields have a size of '0' and others have a size of '-1'.  Do these sizes have special meaning within the context of the database? 

Hi swm023, Sorry for the misunderstanding. Here are the steps to add the opportunity stage categories more efficiently then with the Import/Export tool: Go to Customize>Screens. In the "Enter a screen name" field type in a screen name. Click the Continue link. In step 3, select the table OpportunityStageCategory. In step 4, ...

Hi Jeet, Currently, when you first load the My Calendar screen in field services, by default you will only be shown the calendar activities for the users that are signed in to Method and not the other active users in Method. You can thought click on the Change link beside the Assigned To label to select the other active users in Method and ...

Hi smohyee, I want to make sure that the sales order screen works for you properly as it did before. Can you please e-mail me your company account information at r.gaisiner@methodintegration.com and enable the MethodSupport user for me and I will be more then happy to troubleshoot the issue.  Ronen

I am looking for the quickest and easiest way to create a web-to-lead form for applicants and employees. We want to put our employee application on our site as a form with the submitted info going right into Method as an Applicant (Lead) so that we can use it to track that progress just like it is done with leads and customers. Can we get some ...

 We have created a work flow for our account managers where they create an opportunity, but do not fill in an amount.  On the opportunity screen we have added a 'Save & Create Estimate' button, which takes them to the Estimate screen and fills in fields based on the opportunity.  When the account manager saves the ...

Ronen I think you misunderstood me, I know how to make sure a user is active.  What I wanted to know how to make my calendar displays by defualt only active users.  In other words when I look at the calendar now it defualts to the user logged in.  I wanted to find out how I cal have all active users selected for assigned to field ...

Ronen, Thanks for the data and i got it to work.  The discriptions of whats wong really helps.   Thanks! John M