Method Community

It doesn't appear that the email templates have changed. It appears to still be associating to the correct print template.  I made no changes to my templates. Prior to this downtime, all group items were hidden. Now they are not.  It sure seems curious that my issue started after the trouble logging in last night...please ...

This afternoon around 4:40pm Pacific time, I could not login to method for about 20-30 minutes.  When method finally allowed me back in, I've notice a problem with the Estimates.  All the Estimates I created with Group Items now show all the detail on my Estimate report.  Prior to this, the Group items would be visible to ...

Is there a way to create a custom field that will hold a URL that links to a webpage (like a link to my Google Drive account), so when a user clicks on the link it will open a new window to this webpage? Thank you

We are a Contrator using Field Service module and create Workorders for scheduled jobs.  Sometimes we need to make changes to the job (add items, or take away items), and we need customers to sign off to approve these change orders.  I cannot see any discussion of this topic in the Forums.  What is the best process to follow for ...

Actually, I don't think that will work. I don't sync Estimates to Quickbooks until we get a "Go Ahead" from the lead/customer. But I need them to see the Estimate in the meantime when I email it to them.  So if I used the "Wait for Sync Approval" as a way to designate whether it is a Draft Estimate, it would ...

I think I understand.  I will give this a try.  Thanks!

Yes I will let you know if I experience it again.  The issue was that after I edited quantities and prices, and then saved it, the Group Items would load AGAIN at Zero quantities - effectively wiping out all the work I'd done.  But NON-Group items remained intact...weird.

Thanks Russell.  The Items look correct, however, one thing...in my Group, the Group items include all items that could potentially be sold as part of that service.  I have purposely kept all my items at a quantity of zero - I just add item quantities based on items specific to that job.  Is that a problem?

Sometimes the Estimates I create might take a few days to complete.  So, I have a partially completed "Draft" estimate that has been saved under that Opportunity/customer.  The problem is, this "draft" estimate shows up on the customer portal before it is complete, and this can lead to some confusion.  Any ideas ...

I'm having trouble with some Group Items on my Estimate form, where the Group Items seem to disappear and then reset randomly.  I set up some Group Items to capture common components of somethings we sell.  This is helpful because the detailed items within the Group are hidden, and my customer only sees the grand total of the group ...