Method Community

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 ...

Hi Michael   Unfortunately to my knowledge, there is no way to prevent this splash window from showing. Currently, since this add-in is in beta, you should be seeing this update window once every three days; However when this plug-in will go out of beta, you would see it once a month or less.  Unfortunately right now, in Outlook in ...

I have some questions/issues with Outlook addin: 1.  When starting Outlook, I get a dialog that appears to be looking for an update to the Method customization, I cannot figure out how to prevent that from happening. 2.  With regards to adding contacts to Method, is there anyway to know, from within Outlook, if a particular contact is ...

JamesQ, You can only have one value displayed in a drop down after it is selected. As an alternative you can make the Opportunity name the first column instead of the RecordID. To do this you have to add a linked field that points to Name, so if the drop down is in the invoice screen you will need to add the Name field as a linked field ...

Is there a way to change the formatting of phone numbers on mobile screens so that they show up as a link that can be dialed with a smartphone? Thanks! Michael 

 Method Rerport Writer.  That is new to me.  I will try it!