Method Community

An error message is popping up when our foremen open jobs in the mobile work order list screen that states "undefined". Also, the start/end dates are blank causing another error message when the user tries to clock in/out of a job. Any suggestions on how to fix this?

 Hi, Is there any provision to select multiple records from the drop down menu. Thanks in Advance.

 Hi, Is there any provision in Method to add a popup calculator next to a text box? Thanks in Advance.

 Victor, Success!!! 

 Victor, In viewing all of the programs in Add/Remove, I discovered another Method program under "O" for Outlook for Method Integration.  I have uninstalled this and the old icons are now gone from Outlook. I will go through the uninstall/reinstall process again and see if this fixes things.

 Victor, Since using add remove programs did not actually remove the plug in, is there another way to remove the old add-in?

Thank you for the reply. I understand not seeing xxxxx1234 in Method (records not synced). CREDIT CARD NUMBERS WERE ERASED FROM QUICKBOOKS DURING THE SYNCING PROCESS. Michael Melo explained the encryption process in detail; I understand that they are only viewable in the format xxxx1234 after being synced. So far, over 140 clients that had ...

Hi Shelley, Credit card data is extra special when syncing between Method and QB...we have to  play by QB rules as well as industry standards, which is a good thing of course.  Any CC details entered in Method are securely sent to QB which realizes the sensitivity of this data and sends it back to Method as xxxxxxxxxxxx1234. This ...

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 ...