Method Community

Hi Ian, We have checked the web form submission service and it seems to work fine. We will now look into your account and will see if you are experiencing an account specific issue. We will keep you updated. Thank you Victor

Antonio, I can't give you an exact timeline on this but I know it should be in the works. I will update this thread once I get any further information. -Michael

we expreience this problem since this Monday, all data customer entered did not go into Method. our account name is Mygazines. Ian

Sorry -Michael, I mislead you on this one... The Bill TO is not automatically populating on the standard screen after created from the Work Order. What I meant is that I have been preparing the Field Services for my customer, and I am almost certain that the Bill To was populating when invoice created from W/O, until last week. Since then, it is ...

Bryan, Mark was spot on with his answer. To add a linked fields to the activity table follow the steps below: 1. Go To Customize > Tables / Fields. 2. Edit the Activity table 4. Select Add a Linked Field 4. For Link Using select Entity (Entity is a special table the contains Customers, Vendors, Employees) 5. Now select ...

Hi Mark, So, I don't think I have seen a webinar discussing how to link fields between tables. Can you briefly describe how to do that? Bryan Hand

Hi Bryan, In this case you'll use the activity table and activity job items table as the report child table.  Your customer info is a field(s) in the activity table.  If you need additional customer info,  you'll need to link those field(s) via the customer name in the activity table.  

He guys, I am in the process of creating my work order templates in report designer. One thing I can not figure out is how to bring certain fields into the report from 3 different tables. The three tables I need are Customer, Activity and Activity Job Items. If I choose Customer as the master table, I am only left with the ...

 Hello.  I am posting this on behalf of a new joinee to Method! ************************************* Can you take a look at the attached screen shots? In the first one, the list of invoices along the left are out of order. how do I sort by invoice number? In the second attachment, it shows that I only have 8 bills even with the ...

 Hi  Jacques, What you are looking for has now been implemented on the Estimate screen and should be added to the Invoice screen in the near future. :) -Michael