Method Community

Thanks!  I'll give it a shot

In the Field Service Center / My Calendar tab - in the box where Assigned to users are listed (Lower left), there is a column next to "Assigned Users" called "Grouping."  What is that for? I am trying to find a way to assign more than one employee (Assigned User) to a work order.  In any given day, I may have ...

Allen - Apologies for this not getting answered sooner.  Honestly, it looks like it fell between the cracks somehow.  I'll make it up to you by going over and beyond the call of duty. "I created a report for a Purchase Order in the report designer and then went to use it in the Purchase Orders and there is no button like there ...

Keith - I'm not sure this is still outstanding for you, as I believe we were already in contact with you.  But just in case, I think the problem was that the aaJBCCustomerFullName field you had on the child grid is an automatic reference to the main screen.  When this column is included it messes up the grid update ...

Laurie - Congrats at customizing your invoice! Check out how we did the "Estimate (Custom)" template was built.  It's tricky, but here's how we did it: 1. Put one textbox object, called xrBillAddress. 2. Edied the properties in the lower-right of the designer, expanded the Scripts property, and clicked in the Before ...

Brett - Thanks for the suggestion.  Keep 'em coming. We actually had an open ticket as a suggested enhancement (#1779 FYII - I just invented a new acronym: “For Our Internal Information!).   We didn't pay it much attention because it seemed to be pretty obscure to come across the use case where you would have many ...

I have successfully modified my invoice.  I have one problem that I'm hoping someone can help me with: Looking just at Billing Address, I have four fields vertically aligned: Bill Address Addr1 Bill Address Addr2 Bill Address Addr3 Invoice Bill Address City, ...State, ...Zip   Some invoices have Addr1 and Addr2, some have ...

Hi Tiffany, The reason why you were not been able to get email to work is because unfortunatelly Web Forms does not support POP3 protocol; It only supports SMTP protocol. For the error "The remote certificate is invalid according to the validation procedure." it does sound strange that you didn't receive the same error as when ...

Hello, I would like to make a suggestion. As I am using QuickBooks to manage a homeowners association, I would like to be able to enter vendors in Method as Lead Status Only so that they don't come into the Vendor list in QuickBooks. This would be great for getting bids from multiple vendors before deciding on which vendor to ...

My method account name is templatetiffanybreitkreutz.  Our e-mail server is a pop3 account mail.canopyconsulting.biz.  There are no errors displayed in the browser.  When I tried it myself it did correctly go to an opportunity in Method - it did not send me an e-mail which I've never gotten to work before either.  I was ...