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pdirect,
That is a good suggestion to make files easier to locate and download. I can see something like this being added to our site. Thanks for the suggestion.
-Michael
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Bryan,
Any Work Order you create is also an activity. When you create a recurring work order it will create all the occurrence activities plus a series activity. So if you are creating a monthly recurring work order for the year it will create 12 occurrences plus 1 series, for a total of 13 activities. By default when you create a series ...
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Suggestion to Method:
Please create a downloads section from your site that houses ALL of your downloads such as the integration engine, outlook integration, report designer, etc. It makes sense that these would be in the app library, but they're not. And I spend so much time trying to search through all the blog and ...
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pdirect,
Based on the screenshot you sent me you are using Method CRM and the Inventory Item screen is slightly different then the Method Full Blown Inventory Item screen. In this case you will need to edit the screen and add the field you are looking for.
-Michael
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Hi Michael,
Im still a little confused on this one. So, you are saying that when a recurring series work order is created, that the first occurence has a 'work order' and an 'activity'? If so, I'm not sure why it does this. The 'activity' that it creates as a duplicate on the first occurence will then show up as ...
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John,
Taking the series and dividing it by 3 should make the chart in the dashboard more accurate but let me look into this and see if there is an alternative solution. I will update this thread when I have more information.
-Michael
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matlow99,
Currently the login screen for portals is not customizable. Though you can put the login in an iframe some browsers may flag it as a security issue and give you a warning so you may want to go with the Use My Logo option or My Own header option when creating a portal.
-Michael
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Matt -
No, there's no documenation on how to create a custom web form, other than what you see on the screen itself.
Our ambition was to make it wizard-based so that someone using it could follow the on-screen steps and build a web form without having to read a separate document.
I think for the most part we've ...
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matlow99,
Go to Customize > Tab Groups / Roles, edit the Admin Role and in Step 2 of 3 you can select which tabs the Admin role can see.
-Michael
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pdirect,
From the estimate screen if you click on More Actions > Customize Templates... it will bring up a popup that will allow you to set the default templates to be used and a link to download the Method Report Designer to customize templates. You can find webinars on how to use Method Report Designer here.
-Michael
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