Method Community

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 

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 ...

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

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 

Tammy, If you customize the grid on the FieldService_WorkOrderList screen you can add the ShipAddressAddr2 column and use that to sort/filter as needed based on the address. When you create or edit a work order you can set the Route under the Additional Settings tab. -Michael 

Correct in your restatement of the issue.  And I emailed a screenshot.

Matt - We're still doing some final testing and tweaking before rolling it all out.  You can get a sneak peak of what has been rolled out so far by viewing the "Contacts_Portal" under Customize > Portal.  There's a problem we just noticed, right now, where the automatic emails it generates are not ...

Thanks for your feedback! =)  As I said, your voice has been heard.  

Morning, Lets say we have a work order that is 500.00. Its a three day project. So I make up three days worth of workorders for this project.  On the field services dash board there is a chart that tells you how much money is comming in for the day. Method is taking those project work orders and saying "monday your brining in 500.00 and ...

But your argument of logic is based on the developer's perspective, not the user's.  Imagine yourself a brand new user to Method.  You know absolutely nothing about it.  You are an outside sales rep who calls on a print shop you've never called on before.  So now, you want to create a lead.  Without any ...