Method Community

Please advise if this issue is already addressed somewhere. When we create estimates in QB, we often create custom group items which contain a bunch of underlying items.  The description of what we are selling is put in the description for the group and the underlying items are only for internal costing use.  We do not ...

Hi Lance, Try this again now. It should be working. -Michael

Hi Jennifer, I have added this as suggestion to be implented in Method. Currently if you want to have this at the customer level you can add a grid to the DocumentLinkLibrary table. I would recommend taking a look at the CRM_EditOpportunity screen and reverse engineer the documents section. -Michael

Call Web Service Action The number of parameters allowed on the Call Web Service action has been increased from 5 to 10.  Long term, we plan to make this unlimited. Due to your feedback that it has been difficult to debug the Call Web Service action, we created a test environment.  I think you'll really like this.  Just ...

I am getting our system all set up for our customer and I really like it so far.  It is very easy to use for the employees that are new to databases and not so tech saavy.  I would like to know (as my previous database systems allowed this), if there is a way to add attachments to a customer file?  The reason I am asking is that we ...

Michael- Our mobile screens are due for some revisions and when that does happen I will make sure to pass this suggestion along. -Michael

Thanks Michael, I am glad that it's possible, but a little dissappointed that the function is not applied to every phone number field on every mobile screen in Method.  I don't have the Field Service App installed, nor do I feel I should have to install an app just to find out how something that should already be in Method works. ...

  Mobile Invoice When a Customer is selected the Rep field is populated with the Sales Rep that is assigned to the Customer (QuickBooks Desktop) Set default grid filter to Shared Invoices for Today (QuickBooks Desktop and QuickBooks Online) Mobile Estimate When a Customer is selected the Rep field is ...

[quote user="m.mehr"]Why not re-create the Sales Order document using Method Report Writer, then you can automate the merge and emailing from within Method?[/quote] Great suggestion. This should help you save time and streamline the process. -Michael

Hi Michael, You would need to use a label with the following tag <a href="tel:tellink">NUMBER</a>, where number would represent the number you are trying to dial. If you take a look at the FieldServiceMOB_WorkOrders screen(Part of the Field Services App) you can see this in action. When looking at that screen ...