Method Community

Hi there, Are you trying to send a PDF of the Estimate or Sales Order? If so, may I suggest a better approach? The default Estimate and SO screen’s will have a ‘Save & Email’ button which will send an email to the customer for that particular Estimate or SO with a link to the customer/contact portal. From there they can do ...

Hi Boyd, Please let us look into this and get back to you.

Is this happening to ALL dropdows? Including ones on our original screen or just your customized screens? This one is difficult to review over the forums. Can you please do the following: Enable MethodSupport Post (or email me directly) the Method account name Provide step-by-step details on how to get to one of the dropdowns and explain what ...

Hi Andy, Maybe the message is right (or maybe not). How big is the JPEG (size) and how many times is it being printed? In other words, how many pages would the report be if it were generated? Assuming just one JPEG per page how many images is that? I am not sure if there is a limit here but I thought I would ask while looking into this. I ...

Hi Steven, You should be able to take our existing screen for Team Members and optimize it for mobile use. The screen name is ‘FieldService_TeamMembers’. If you have already created your screen did you optimize it for mobile? If not to do this edit the Screen and click Advanced you should see a check box for Optimize for mobile ...

Hi Steven, When you say notification, do you mean email notifications or Outlook reminders? Both are possible. The email notification is easier because you can set that up through Method actions to send the email at the point where the case is created. Outlook reminders are a bit tricky because you would have to create an activity and have it ...

Hi Gary, It’s funny you brought this up because I was on a few sites yesterday that currently have verification and was asking myself if Method could have this too. I’ll have to look into it some more and see if there is an easy way to do this. I’d think there would be some way to customize here but let me see what makes most ...

Hi there, Sounds like you want to create a different looking version of the same screen to correspond with each of your machine types. Definitely possible and can be done several ways. When the user selects a machine from the dropdown have the screen show up as a pop up screen. It might be possible to re-use the same screen but just show or hide ...

Hi Matt and Michael, I’m able to duplicate this and have an idea why it could be happening. Give me some time to look into this. Thanks guys.  

Hi Michael, From the original Sales Order screen, click on the ‘More actions...’ and then choose ‘Customize templates’. This will set the value in the ‘PreferencesMethod’ table. Thanks Matt!