Method Community

Hey Wilna, If you want to setup a team/crew, click on the Dashboard and you will find a button for "Team Members...". This button will take you to the setup screen where you can build your team/crew. Currently you can have 5 people on a team, if you want add more, you will need to customize the screen and add some more dropdowns. If ...

Hi Mark, I have tried to replicate this by doing the following: 1. Created a Budget/Contract 2. Added one item to the budget/contract via the link ‘Add Line Item...’ 3. Entered a new time entry by clicking Budget/Contract>>Time Tracking>>’Enter Time…’ 4. Refreshed the TimeTracking grid and clicked ...

 I INVOICE CONTRACT PRICING ALL ITEMS IN ONE AMOUNT. METHOD WONT LET ME WRITE INVOIVE UNLESS I INTER ITEM FIRST. WILL I BE ABLE TO WRITE INVOICES THE SAME AS I DO IN QB. JIM 9/6/10

Just posted this on www.twitter.com/followmethod, but for those who don't subscribe to our Twitter feed, I wanted to give a heads up that there is a new MIE update. See http://bit.ly/c0X8QS for details. Paul

A minor update to the engine was pushed out today. International users commonly received an error resembling "There was an error when converting the date value '0001-01-01T00:00:00+02:00' in the field 'FromModified date' " when they performed their first sync.  This had to do with their international settings ...

When you click on an existing time entry, the name field is cleared when the pop up opens.

I am trying to link fields on the Default work order template and fields from customer equipment together.  Is there a way to bring both of these tables together?  

Hi Ryan, I double-checked the email setup, and it's fine too.  As for contacting my business consultant, I'm it!  I've also had other users (consultants) say they're the same error when they try it.

Glenn - Can you check now and make sure you are all set again? Paul 

 I think there may be some confusion about what syncing means. What Ryan is demoing in webinar 26 is a push of Outlook contact info to Method. Syncing would allow one to change contact info in Method and have those changes sync back to Outlook, or if changes were made in Outlook they would sync up to Method. Without this functionality you ...