Method Community

lpierpont- I am going to need to test this out further and get back to you. -Michael

Fred- You do not need to do any linking. This new added field should be added to the insert action in the Fill customer button. -Michael

We had a failure of the computer that held our QB company file. We restored from backup but lost one day's worth of QB data. So we worked in QB on 12/9, but restored a backup from 12/8.  So Method was syncing on 12/9, but now when we restored QB the 2 will be out of sync by one day.  What do I need to do with ...

I believe I have a problem similar to this one. Mine is not in the Field Services module, however, I am receiving this message when I try and update an activity for an opportunity: Please make sure an input control for 'Name' is on the screen and a value is entered. Additional InformationAction Sequence Order:9 All required fields on ...

Greetings, Getting the same issue.  I get the same issues at the following pages: 1. Mobile field serivices> work order>Work order>Items.   2. Mobile field services> Invoices> Items 3. Mobile field services> Estimates>Items.  Looks like anything to do with items it has a issue.   When the error ...

So i'm not sure if this has been done or what people in the "sales" world think of this, does method currently have an email notification somewhat similar to the way when i have an admin enter me a sales lead and assign it to me.  that i could almost (and this is where i'd like feedback) send a similar email to the customer ...

sorry forgot to reply to this one, i got it to work, one little snag i've found is it can be quite anoying that after i click optimize the route there isn't currently a backwards sync from the map so then i still have to manually re arange all the stops so the tech does them in the order from top to bottom.  if there's a way to ...

 I am new to Method and I am trying to customize my work orders. When I write a work order the default Job Site is the ship to address from Quick Books customer. We have property managers that have a different job sites. How can I edit the job site on the work order and print it when printing. I tried to create an estimate in Method with a ...

[quote user="Method_Michael"]Look for the actions that are merging the Body of the email and do the following:  Add the Date Function action to take the date (Value from row) and format it to be a different format (One without a time) Add the Character Function action to replace ListBuilder.MemberExpires (Or what ever the field ...

[quote user="Method_Michael"]All you need to do to add the field is make sure "Add a new field" is selected give the field a name and make sure the approriate field type is selected, in your case Text should work and then click Add Field.[/quote]  When I added the field, I didn't have the option to link it.  Now, ...