Method Community

Method HQ will be away from the office on Monday, September 5th for Labor Day.  Labor Day is one of the rare holidays that both Americans and Canadians celebrate on the same day.  So what happens if you run into issues, have questions or just want to bounce ideas off us?  Feel free to post your questions on our user forum. ...

Add / Edit Work Order - If you leave the "Job Name" blank, it will now be filled in with the first Job Item you choose in the Tasks & Materials grid.  This comes from your feedback that most of the time the job name is the item name you are charging for. Add / Edit Work Order - In the Time In / Time Out tab, the "Job ...

FireFox 6 compatibility - Method has been tweaked for FireFox 6.  Our findings....we are impressed by FireFox 6.  It is fast.  The FireFox lovers at Method HQ are throwing pies at the Chrome lovers.  I'm still a Chrome lover....but I'm not standing so tall right now after testing FireFox 6. Calendar upgrade - We had ...

Hi Michael, Thanks for taking the short call yesterday. Some of these concerns have already been addressed while others are currently being worked on through development.  I will post here to let you know when they are live and add a Release Note if any app update was required. Thanks!

Using Field Service Management.   Did not change anything.  Suddenly getting this error when trying to create an invoice or click on a record in a calendar:   Error Action Sequence Order 2: The criteria to retrieve value from table did not contain a value.The field used to retrieve the value is Record Id and the the sign is =.

I have heard rumors of integration between Method and a certain "intelligent repository" cloud based document storage platform that is already tightly integrated with QB Desktop.  Unfortunately I have also heard from Method that they are waiting on the storage folks, and the storage folks have told me they are waiting on Method... ...

Rob, What you are looking to do is possible in Method it would just involve some customization of screens to organize the uploaded files to better suit your particular needs. Some users may have already done something like this and may provide great insight :). -Michael

James, Looking at the opportunity table a lot of the data about the customer/contact is obtained through linked fields. If you are looking for the customer name to be displayed in the SalesOrder table, you can link the Name field into the SalesOrder using Customer. -Michael

 I am also experiencing this....Fran

Hi Lance, I am going to have to confirm that and do some tests. I will get back to you on it. -Michael