Method Community

Hi Matt, This was made for a specific future feature for Field Services, but also made generic so that other users can categorize types of Activities. I’m sure when the feature comes out you’ll hear more through our blogs. Thanks,

 Hi Mike, I would like for you to clear up a few of things for me so I can understand your steps and try to guide you. When you say you added 2 new 'tabs' to your Customer Center tab, do you mean tab links as in new screens that show up in the same line as Customer List, Invoices, Estimates etc,? Or do you mean tab sections on the ...

Amanda, It was working well, until I added action(s) to the DateChanged event in step 2 of the date picker. The action I added was to 'Enter Value Into Field On Screen' where it was getting the value from the date picker object. Example when Date Picker1 was changed I wanted Date Picker 2 to have the new date and time that was selected in ...

 Hey Richard, We have looked into doing this but found that there is an SDK limitation with converting Estimates to Invoices. We did find that using Method we could copy all the items on an Estimate, and inject that into the invoice table. The problem with this is that QB will not know that the conversion has happened, it will look at that ...

 Awesome! Let us know if you have any more questions.

Yes, Amanda that helps tremendously. Thank you.

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 Hi Matt, To 'Override default time of day to', you would need to set a default value. So for instance if you had selected the checkbox for "Use today's date/time" and in step 4 you set 'Override default time of day to' "7:30 AM" and publish. Then when you select a date the time portion of the date ...

Hi there I've added two new tabs to my Customer Centre - Client Overview and Job Notes Both of these use the plain text fields from the customisation options - and Client Overview works fine. BUT Job Notes - is exactly the same format but will not save - either when I press the custom save button I've created or when I click save on the ...

Richard - By syncing I mean that I expect that the iPad app would keep a local copy of your customers, work orders, items, employees, etc. and store them on the iPad. That way you could work away while offline and then sync when you get back online again.  This adds tremendously more work for your developer because they have to ...