Method Community

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Activity Status (QBD & QBO) New - Activity Status Type field providing 3 options including pending, completed or cancelled.  Any new records will be defaulted to ...

Hi Tricia, When you intially select a customer for an invoice the invoice saves at that point, so that could be why it is paritially saved(Check the actions on the customer drop down). Also make sure you are checking the right field, in some cases the object you are checking is just a label and not an actual field, in this case Class could just ...

Hi debwiddi, You can customize it yourself or you can get us to customize something like this for you for a fee. If you haven't already done so watch the webinars found HERE, and they are good starting point to learn how to customize Method. Something like this is really hard to answer on the forums because it involves a lot of variables ...

One of the main reasons a business chooses to use a CRM product is because they want to make sure they don’t lose touch with any of their leads or customers.   After all, customers are the lifeblood of any company.  If you find yourself still putting reminders in Outlook or using sticky notes, alarm bells should be going ...

Hi Val, When I add a conditional warning to an invoice, to make sure a class is entered, the message does not appear and the invoice still partially saves without completing other actions in the action list.  This is what I have set-up for the conditional warning: Value From Screen - Class Equal to Type In - <field left ...

I'm trying to load pictures on to screens without having them saved on the method servers.  I thought there was a way to just use a link to my photos (on my computer) and have them load when the screen opens, but can't seem to find that. I've tried using the "load web page" action with the url from a separate field, and ...

Oh my hell. I'm so sorry, I think I'm blind! Thanks...

  Hi there, if you are using Method Field Services this is actually pretty easy and a standard feature. Go to Field Service Center>>>Estimate Create a new estimate or select an existing one.  Then click the button link that says ‘Create / Go To Work Order' Then watch what happens!

And how do I customize the screen for receiving a payment from the work order?  

Is there a way to turn an estimate in to a work order? I see where to create a sales order but that isn't what I want. Thanks.