Method Community

Hi Diane, I'll check if this is possible and let you know.

 Hi there, Another option, is to have a “Note” text box on the actual screen with the 'Email Changes' button on the same screen.  The user could just enter the 'Note' (body of email) and then click 'Email Changes'. If you like, you can make the Notes field hidden, and perhaps have a button on ...

 Hi Diane, Tags allow you to easily group related topics together for easy retrieval. Use simple words, usually no more than 1-3 words, that describe the tagged item. So for instance, you post a question related to estimates and you use 'Estimate' as your tag name. Other users have also entered posts related to estimates and used ...

 Hello, Let me know if the following scenario helps you achieve your goal. On a screen add the 'Email Changes' button you mentioned. When someone clicks that button, a pop up window comes up. On the pop up screen you'll have a text box with a label 'Type body of email here and a 'Save and Close' button. On ...

 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 ...