Method Community

Hey mbrcpa, In Method you are able to select a bunch of Work Order for the same customer and put all on once Invoice. This is done from the Work Order List screen. Start off with selecting what Work Orders you want to Invoice, then select "More Options..." and then "Invoice Selected". This will move all the Work Order items ...

Hey Diane, I customized my PO screen and went into the properties for the RecordID field. Once in the properties I could see that the field is in fact hidden by default. I switched it to not hidden and selected "Save & Close". Once the screen closed, I selected the PO I customized from my Screen List. I can now see the RecordID ...

Hey Greg, The contact list is its own table and has no limit to the number of contacts you add. The default contacts screen will allow you to add a number for Phone and Mobile. You could customize this screen to let you add more fields by placing more text boxes on the table, then add those fields to the screen. Remember that you would then need ...

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 ...