Method Community

Hi Owen, [quote user="barstone"]Where can I find a paper or video about the best process flow for Method?[/quote] There are no papers or videos that outline the entire process flow with Method right now.  There is documentation in the works but until released I can explain our stock process a little more.  Method allows you ...

Hi NeilRick, For action number three on your first button, it updates the Email Type to Shipment Notification. If you reload your screen and view your grid, is the Email Type field actually updated to Shipment Notification for that record? If so, try adding a Show Message action with unique text after each action in your second ...

[quote user="JKM@SA"] Is there a way to copy that button, or all the actions associated with it, and just change the report name reference?[/quote] Very simple here - make a copy of the FieldService_WorkOrderList screen and open it for editing.  Scroll down the to Print/Email section and you can see the button for Print Work ...

Hi, One of my clients in China cannot receive email from "Send/ReSend Invitation Email". May I know which email account I should check to see any bounced mail message? Is this the same email account/server I setup for every users? Thanks. Alex

Where do i specify which email templates are use for what type of task?

Hi Dave, How would you include formatted text in the SendEmailV2 email body field?

I apologize if I was unclear. The customer email address and phone numbers are showing up on the Estimate screen. The problem is that I can't get the estimate "report" to display those values for a printed estimate. I have added that field to the report in report designer, but it is not pulling the information and displaying it in ...

Hey Greg, In order to be able to do this, you need to create a Generate Report action immediately followed by a Send Email action to send the PDF on a button on a copy of the original estimate screen.  You can reverse engineer how Work Orders are emailed in Method Field Services to see how that happens. Try that and let me know if you ...

Hi Mahlon, Have you performed all the usual troubleshooting steps? - Sign out and back in - Clear cookies and cached files - Try in a private browsing window / incognito mode - Try a different browser If you activate the MethodSupport user and email me the company account name, I can try replicating the error on my end and investigating ...

Hi Justin, Sorry if the information was not compelete enough. But here is the answer, 1. Our Reps receive the order manually from client, then input client's credential as leads. Inside the leads there is a button to give notification to finance so they could verify and confirm the customer creation plus create an invoice to be printed ...