Method Community

Michael - Monday update on weekend activities: I uploaded an updated version of the SalesRepLookup file, tested my commission report, fixed some mis-assigned Reps and TxRegions (our fault) in both Method and QB, and ran both Update routines successfully (much faster now, thanks!)... and we're up and running after giving sufficient time to ...

Just a heads up, this issue has been addressed in the lastest Method Intergration Engine update, you can find out more HERE.   -Michael

Thanks Michael. Easy fix.

Hi Matt, I am going to need some additional information since it seems to be working fine for me. What browser were you using when you tried this? Did you try this on another browser? Are you using standard screens or are they customized screens? If they are customized does this issue also happen on the standard screens? What were the steps ...

Hi Matt, When you create a recurring service you can go into each individual occurrence and set different Job Items for each visit. There is currently no way to specify different Job items for each visit when you create the recurring service you will have to edit each occurrence individually. -Michael

Hi Matt, In the case I mentioned above I worked off the FieldService_WorkOrderList screen which is standard with the Field Services App (You will need Method Full Blown to install Apps) but its really up to you where you want to add this functionality. -Michael  

Hi Andy, Changing the format string should fix this for you.  To do this edit your template and select the field that you want to change the Format String for. Click on the > that should appear above the field after you select it. Click on the … button next to Format String, from here you can change the format of how the date will ...

Late yesterday evening we received notifications from Rackspace that there were issues with our load balancer.  As a result, some Method users trying to access the Method website late Sunday evening and early Monday morning were unable to login.  While the servers were online, Rackspace was unable to redirect to the proper servers. ...

When I add a new appointment using the field service center calendar this error appears at the top:  Element.all.tags is not a function Any idea what this is or how to remedy it?

When using the calendar to create scheduled services and a work order for a reocurring series, can I set different job items for each different service date?