Method Community

debwiddi- Based on what you described it sounds like Matt's suggestion may be the answer. Let me know if that is not the case. -Michael

Hi debwiddi, It is possible to assign time to a service. In the Item table there already exists a field for EstHrs(As far as I know there is no screen that currently exists that has the field on it so you would need to customize a screen) or you can create a new field to store the time. Where exactly would this time be used? Are you using field ...

My Profile A new feature has been added to all editions of Method CRM called "My Profile". It allows end-users to change their password, security question, email signature, email address, and notification settings. Previously, the administrator would have to set these. This can be accessed by clicking on their User Name in ...

Is there a way to print the customer phone number on the work order?

It sounds like someone changed the Default Work Order Template. To check this, go to the Field Service Dashboard screen and click the link that says "Customize Templates" and make sure the correct work order template is selected.

I am using an original screen and trying to print work orders from the schedule. I have not had this problem before. I select the appointment, hover the mouse over the appt, select the arrow, drop down and choose "print work order(s)" but instead of going to the work order, it goes to a graph. I also selected "edit" and went ...

Yes Valbon, I am referring "Is Manually Closed" field in PO. The same field in SO works fine.Please let me know once you update it.   Thanks & Regards Navitha  

Hi Navitha, I am assuming you are referring to "Is Manually Closed" field on the PO? If so, this is something that we are already aware of and are looking into why the checkbox will not retain the checked value. We will update this post when we have an update.

Hi, In Purchase Order, When we are trying to close the purchase order by clicking on the check box called 'Closed', It's not closed in quick books. But the same works in Sales Order. Can you please give me any suggestion to solve that issue in purchase order.  

Okay Michael.