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 Hi Laura, I've emailed and left you a vm message regarding getting the client's account name. In the mean time, a workaround may be to try to import field services again in order to get that screen back, and then add the tab link in under customize -> tabs. Regards, Denis

 Hello, You have actually found a bug! Thank you!  We've set the dogs on our developers to fix this. As a temporary work around however, what you can do is the following: Add a basic math calculation action to your workflow, that will take the original action result variable. Add 0 + original action result variable then round ...

Hello Team, We have a client with a live Method account (full blown) using Field Services.  When we go to the Field Services Center and click on My Calendar, the existing customers screen appears. When we go to Customize/Screens and look for the FS calendar the screen name appears as FieldService_Calendar@$#.  We ...

Thanks for the info.  Got the balance to be displayed using the 'Retrieve from table' action, but the value is shown in .0000 format How do we get it in .00 format?

TogsTeam - Good news, if you do it right, you can choose (b) Append to the existing records. When you export the records, make sure the RecordID is exported along with the fields you want to change. This will be used to identify and match records on the import. When you import the data, play close attention to "2. Set ...

If I exported my Customer records, did some data cleanup in Excel, and then imported them back into the Customer table, would the revised records: a) Update (or overwrite) the existing records b) Append to the existing records c) Crash, because the unique Customer record ID would be duplicated   I know this seems like a simple question, ...

Hi Alec, At this time Method does not provide a way for you to prefill a new message with those fields or add an attachment and send them to an email client outside of Method. Regards Denis

 Hi Mark, Thank you for sharing your feedback here on the Method Forum. This will benefit the greater Method User community. Regards Denis

Hello Karate, Assuming that you are speaking about the balance balance column under a screen such as Customer Center Tab -> Customer List Tab-Link -> Existing Customers Grid, you can utilize the "retrieve value from screen" or "retrieve value from table" actions. If this is not what you are trying to achieve, ...

Denis, Thanks for the reply.  I can understand what you're saying about the answer being related to customized Actions. For example the Customer screen in Method uses an Action sequence to replicate the value from Name into FullName and also the Bill To Name field.  The FullName field is also configured as Read Only to enforce an ...