Method Community

Hi there, I’ve tried creating a work order in Method Field Services and don’t seem to be getting any message. Have you done any customization? Is this an original Method screen? Can you respond back with the steps you took to create the work order? This will help us walk through the example on our end and determine what’s ...

If you have not already done so, take a look at our community webinar on report designing, it actually takes you through creating a sample report based off the customer table showing activities. In the example the report has the following format:   Customer(customer table) Date(activity table)      Type(activity ...

We have been customizing our printable work orders, but we cannot get the customer phone numbers to insert any which way.  How do we link the customer phone numbers from the customer table to the work order being printed?

When we create a new work order in field services, and choose an existing customer name, a pop up window appears with errors in it.  If we click the X to close the pop-up window we can continue to create the work order just fine. How do I disable the pop up on the customer name selection?  

We use hound dog for monitoring customer accounts, servers, etc. This system has the ability of sending an email to create or update a case.  Is it possible to create a new case in Method based on a incoming email.  ie.  Server goes down, and the system auto sends an email, which in turn creates a case based on the customer ...

 Hey Al, I have let Val know that we are looking into this through consulting time.

Michael – The Action Sequence: 5 should be resolved for your Method/Xora account. *** Al, Welcome to our community forums. It doesn’t sound like this message came from a Method account set up to use Xora as is the case with Michael above. Have you done any customization in this area? If this is happening from the Customer ...

Great, thanks for letting me know. A heads up to Method Field Services users reading this thread, you can follow similar steps for Method Field Services by reading the blog entry here: http://www.methodintegration.com/cs/blogs/methodblog/archive/2010/01/02/a-new-year-bring-new-features-to-method-including-method-mobile.aspx  

Tal - Both issues should now be resolved on your account.

Paul, Thanks. I use QXO, and can see the MOB screens listed. will give them a whirl late this afternoon.