Method Community

MisterBill- The only referal program we have is the MSP program. I believe it may be possible to have the the order generated by Google maps to transfer back to the Work Order list or maybe potentially the calendar but it would be quite a bit of work to get something like this to work. -Michael

Len- Take a look at the Activity table (Work orders are based off this table), you will see that the Ship address is a linked field from the entity which means the address will always be what ever the address you have setup for the customer. To change this you will need to add some new fields for address and use those in your work order. -Michael

Fred- This should be done in button that sends out the emails not in the list builder grid. -Michael

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 ...