Method Community

Hi there, Sure, I just need more details on what date you are referring to. If it is a date field or object you can edit the properties (step 4 of 5) and uncheck ‘Show Date And Time’ to display only time.  If you are retrieving the date through actions you should use the ‘Date Function’ action and format the date to ...

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.

    Dear Method Tech Support Team, I have just discovered a serious glitch with the synchronization process. This is probably not due to a QuickBooks database error, I ran QuickBooks utilities and there are no errors in the file. Recently, I turned on the preference in QuickBooks that allows synchronization of credit card ...

I have billable time in two different budget lines on a contract, but when i click Create Invoice, only one of the line items appears on the Create Invoice from Sales Order Lines screen. Any ideas why both lines would not be showing up to be billed?  I verified that the corresponding QB Sales Order lines have the correct quantities and are ...

Our web form is already posted to our website and is working well (except the autobots that spam us) but I realize that the activity that gets created has been assigned to me when it should be assigned to someone else.  Is there a simple fix we can make to the code that is already on the website instead of reposting it and having our web ...

   Mapping - When attempting to map one or more addresses from the FieldServices Work Order List screen, several of our franchisees are getting a series of errors and odd browser behavior from both Internet Explorer and Firefox. From Firefox, when we select a work order and then click More Actions > Map and Directions ...

 Hi, Can you please tell us how to get Date without time stamp? Thanks in advance.

Hi, Can you tell us how to attach a PDF file to email in Estimates and also in Sales Order. Thanks in advance.

It does, thank you! Can I make the team member grid default to the user that is signed in (example: calendar view filter)? I already reduced the grid to only show one team member at a time. If it defaults to the user signed in, can it automatically fill in the values of the crew? For example, fill in the team name, user name, employee(s) below the ...