Method Community

 Hey Tim, I tried this out on my account and had problems with Email, but it was my own fault. Once I configured my email, I had no problems. Since you have confirmed that you are using a default screen, I would say contact your business consultant and they will work with you to resolve this issue.      

[quote user="KevinB"] Hi Danny - where do you find this new  download?   thanks, Kevin [/quote] Kevin, If you click the link, instructions are written at the bottom of the page.  Hope this helps. - Danny

Hello all - new to Method Field Services and trying to gather information needed for client to submit for customization.  As I met with  my client today, I realized that  deal breaker was having the ability to have multiple work orders post to one invoice. I couldn't see where that would be done in Method.  Any help would ...

 Hi Amanda, I was looking for how to change the time displayed in the tab: QuickBooks, tab link: Synchronize.

I added several new tags into a previous post and would have liked to add the same tags into my response to the reply I received.  Or maybe I should have just copied and pasted my previous list of tags? Regardless, I was wondering how your "tag system" works... Thanks! Diane  

Hi Ryan, Thanks for helping to respond.  Yes, I understand about the 2-step process and why it's necessary.  It's just that it seems impossible to perform the second step without knowing the Record ID as that's what links the 2nd step line items back into the Estimate header (the first step)! I still can't see the ...

Hi Danny - where do you find this new  download?   thanks, Kevin

Hey Ryan, Yeah, we have totally redone the cust. list screen.  I see the "add/edit contacts" button but it only sees the main contact and the alt contact info from QB. What does it look for to be on the contact list?  Is it a specific table? How many can be on the contact list per customer?  If I can have more than just ...

Hey Greg, Have you customized the Customer List screen? The reason I ask is that we added a "Add / Edit All Contacts.." button onto the default Customer List screen a few months back, and it does exactly what you are trying to do. Import the Customer List from the Method Library and you will be able to see this feature. This ...

Hey Diane, I hear you spoke with Val and he gave you a some idea's to get this completed. I wanted to post on here some answers to your questions so others can learn from it. First off, the import tool was not designed to import transactions, this tool was designed to import records 1 table at a time. Yes it is possible to import the ...