Method Community

Wow, this is terrific. We have waited patiently for this capability! I was a bit nervous, my Oulook is my "life" and always afraid to sync other programs with it. After making a backup (just in case!), I began the sync process and was able to define exactly what I wanted to sync from Method to Outlook. Now I will more closely watch the ...

All of that is correct but I have already created a table and screen for the PARTS ORDER FORM.  How do I create another Table for it to create the PARTS GRID that will be "ATTACHED" to the PARTS ORDER FORM screen?   For the RMA screen  there is a RMA table that I built the screen from and a  PARTS RETURN Table that ...

[quote user="savagejim"]  Just got a new computer, so I decided to load Office 2010 beta.  Just loaded the latest Method Addin and everything seemed to work OK.  The only wierd thing is Microsoft decided to change the toolbar, so it displays a little differently. [/quote] That's great news!  Have you been able ...

 Hi Greg, Thanks for the detailed info. Ok now I think I have a better understanding of what you are looking for. So if I understand correctly you have 3 grids up in the air; 1. RMA grid, 2. Part Return and 3. Parts Order form. You have 2 screens 1. RMA screen and 2. Parts Order Form screen. Right now your RMA screen works fine but not the ...

 oh yeah, least i forget more importantly: Vehicle/Truck $$ Tracking of:  "Gas, Tolls, Parking, R & M" (not just mileage)

 Thank You Richard - Looking for Work Order that includes Tables/Text for: a. Location of Treatment: (i.e. attic, garage, kitchen, bathrooms, etc) b. Site of Treatment: (i.e. baseboards, bedding, babinets, etc) c. Method of Treatment: Aerosol, Fumigation, Slab Injector, Bait Gun, Duster, etc) d. Chemical Mix/Usage/UOM: (__% of borid, __ ...

Ryan, Yeah, I like your suggestion of using the opportunities screen to track this. I've been using Opportunities for all calls, etc., and it's working pretty well. Will I be able to link the vendor portal, so the referers can see status of jobs they've referred? I'm comping the screen and flowcharts now and will probably log ...

 ok: so, we need: 1) Location of treatment: 16 possible choices (attic, crawlspace, garage, office, etc) 2) Site of treatment: 12 possible choices (baseboards, bedding, cabinets, etc) 3) Method of treatment: 16 possible choices (aerosol, fumigation, injector, granulate, spot treatment, etc)  so you suggest 44 blank labels? ...

I have been entering my time into Method but I have noticed that there are some serice items that aren't coming into Method from QuickBooks.  The time entries that were entered into QuickBooks using that service item show up in Method though.  I have a feeling there are more then just that one that I use that isn't coming ...

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]