Method Community

I'm not sure what happened but all of a sudden today, all of our Customer Name Dropdowns on all of our screens are referring to the Record ID instead of the Name of the Customer.  I'm not sure why.  I've looked in the tables and nothing seems changed.  I can't make it a unique field because it's not a field I can ...

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 ...

I've created a picture box in a report. Inserted a JPEG file to the box. Now when I print that report from Method I get an error "Insufficient data for an image". Wasn't having any issues with printing this report before trying to add this image. I've added images to other reports in the past without running into this ...

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 ...

The team members assigned to a certain crew can change in a given day. My goal is to create a tab on the mobile screen after a foreman logs in and then have the ability to change the team members assigned to that particular crew. I created the tab but nothing inside of it. We are trying to eliminate paper by using the mobile ...

Is it possible to receive a notification from Outlook when a case gets assigned to a user? If so, please explain how we can set this up.

The web form works great however we seem to get automated submissions.  Is there a way that you could add verification challenge so that the user has to read characters and type them in before the form will submit? 

 Victor, No, it evidently did not re-install correctly, because when I opened Outlook I received an error message "An add in could not be found or could not be loaded". I have uninstalled the plug in again.  I have also repaired the .NET and Visual Studio. The only Method applications that show in Add/Remove Programs ...

Hi Marti, Did it say that it instaled successfully or did you still get the "The following Microsoft Office solution cannot be installed due to a general installer error: OutlookMethodSync.vsto" error message? If it said that it was installed successfully and you have Outlook 2010, can you download a new patch I've released today ...