Method Community

We have our Transaction History setting at 365 days (and have had mulitple full syncs since that value was set). However, our view of Invoices only goes back to Nov 30th. Under "Show options per transaction type" all transactions are set to Default. Is that Default value set by my 365 days value, or do I have to set a longer history for ...

Are there any built-in reports for Call Center or Sales Center records (other than the Sales Center List Builder, of course)? We're thinking along the lines of basic productivity questions like "How many calls did the call center handle last month, and how many were left open longer than 1 week?" If not, then we have to build our ...

So noted. With a system like yours, I'm sure there's an unlimited number of possible functions that one user or another would wish was pre-installed, rather than available-by-customizing. The 'fault line' probably runs between those of us who want to make the system do what we need it to do ("hey, I get to customize ...

I’m glad to hear you’re up and running again. Isn’t it a nice way to end the week? TGIF

Ryan - Thank the team for me. And I believe *you* are my business consultant, are you not?...

Amanda, I have not done any customization on screens. I double checked just to make sure.  I copied the screen as you suggested but the problem persists when I create an invoice.  Still shows "$0.00".  I'm pretty sure it doesn't have anything to do with creating the job start and end dates before the current date ...

Issue has been resloved.... I did a complete uninstall of both quickbooks and methods... reinstalled and it all works again?

 Hi Adam, I'm unable to replicate the scenario you are encountering with the invoice being $0.00. Have you done any customization to the FieldService_AddEditWorkOrder or FieldService_CreateInvoice(s) or Invoice screens? Can you try copying the original 'FieldService_AddEditWorkOrder' screen and then try entering work orders and ...

Thanks for the quick response. I have indeed read both the Field Services Quick Start Guide and the Method CRM user guide and they have been very helpful.  I made sure to go step by step before contacting you.  When I enter the "job line item" I do indeed enter the "amount" and when I hit update, the "total ...

Hello Adam, I like your approach of learning the software before using it in a real business scenario. :) I'm not sure if you have read the Method Field Services Quick Start Guide, if you haven't then I strongly recommend you do since it would answer most, if not all your questions. You can access the guide by clicking on the following ...