Method Community

Hi Debbie  This task is not difficult but a bit laborious.  You'll need to add a new button to your customer list screen that first copies all of the individual field values to individual variables (action or shared results) then you'll need to clear the screen for a new entry then enter all of the field values back onto the ...

works now   please advise of what it was   thks

I am trying to filter the item list on a vendor bill to just reflect the vendor that is logged in, which is also the Preferred Vendor on the Service Item list.  Any ideas?  I've been able to filter the Vendor list to only be the the vendor logged in, and I was able to filter the bills seen to only be the vendor logged in, but I ...

I'm new to Method and can't seem to figure out how to copy the information (such as address, contact, etc) from an existing customer to a new customer.  I am trying to create new jobs for a customer and all of the contact information is the same, so I don't want to re-enter it.

cpitts, What is listed in the Summary property for your summary field?   -Michael

Summary Fields. Not hardcoded.  We did not customize that action- just left it with the template that's already in place.

This may drive me crazy... now I can only see one line for billing again.  I had to manually bill my client because I cannot figure out how to have each time tracking entry be on it's own line on the invoice. Other ProServices gripes: When converting an activity to a time entry, the time entry screen does not properly pop up, it seems to ...

Hi Boyd, Thanks for the info. Are you refering to step 5 of editing a user? Does setting a role fix this issue for you? -Michael

Hi Boyd, Our dev team has figured out the issue and is working on the fix. I will update this forum when I have more info or when it is resolved. -Michael

  Michael, FYI I had a few of my franchisees having the same problem and as Iooked into the problem I found in each case the role was not defined in the user set up.   Boyd