Method Community

 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 ...

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

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.