Method Community

drq, I'm in pest control as well. what are your requirements? chemicals, fertilizers, baits, etc.? [quote user="drqbooks"]  Is there a thread for users who are sharing "Templates" ? I am looking for a "Work Order" for the Pest Control Industry. [/quote]    

Ryan, How about a 'public' depository that we can send our templates to. Is that possible?

Ok.  Let's see... I created an RMA screen.  This has an RMA grid on it for each new RMA.  Also on this screen is a GRID for the parts that are being returned.  It has QTY, PART#, DESCRIPTION, etc.  This grid is attached to the RMA screen, though I don't know how, it just is.  This works fine.  When I ...

 Hey, Why not toss some blank labels into the work order that the tech can place a checkmark beside? If you want a box for them to place it in, use a text field. When customizing keep in mind that you can only place 15 rows in a section. So you will need to organize your checklist so it all fits. Hope this helps!

 Hey, After reading over both posts, I thought of using the Opportunities screen to track all of this. Create a opportunity for each sale, Here you can document the lead,(we can add more fields for this as well) then you can link the invoice to the opportunity to keep track of what invoices are from what referrer. The opportunities screen ...

 I am trying to add a "grid of static text" to a form. I am not interested in linking the grid to any activity or action, i am only trying to create a "field tech checklist" that is manually marked... (4 columns, 15 rows)... to appear on all work orders. I tried to add grid, doesn't seem to be good ...

 Hello Greg, Before I can start pointing you in the right direction I need more info. Perhaps outline a scenario from start to finish and let me know what results you want in the end. That way I can better guide you. Right now I'm not sure if there should be a relation between Parts List and Part Order Form and if there ...

Hey, We do not have a forum section specifically for sharing report templates. Posting like this is the best way to get attention from other users. The reason we do not put up a separate forum for sharing is because in order to share this data, you would need to give out the following information: Account Name: User Name: Password: You can ...

 Hello, Thanks for pointing this out, I was able to replicate this on my end.  We'll look into this and keep you posted.

 Is there a thread for users who are sharing "Templates" ? I am looking for a "Work Order" for the Pest Control Industry.