Method Community

 Hi Josh, Yes, you’ll  create a label and add the formula that best fits your scenario into the properties area as a script.  I tested it out on the script event "Before Print" and it worked, you can use the event that best fits your scenario.  Change the label in the formula to match the label name on the ...

Hi, Start by checking the actions for the ‘Created Invoices…’ button from the screen named ‘FieldService_CreateInvoices’. Double check the properties of the Go To Tab Link action immediately following the Show Message action on this button. It should be directing you to Customer Center>>Invoices. Are these ...

Hi. Screen:   Customer List -> Grid Edit Wizard -> Step 3: Filters Object:    Customer Grid in first section - displays list of customers and leads.                   Filter View: All Customers Problem: Buggy behavior when ...

a little bit of slower typing along with the fix you guys rolled out seems to do the trick. Thanks for all your work!!

That took care of it. Thanks!!

the following pop up appears = 1 invoice(s) have been created. Would you like to be taken to the Invoice List? I choose OK and nothing happens. I'm still looking at the Add/Edit Work Order Screen. Thanks!!

Sorry Amanda, I completely missed this reply originally.  I am still havign an issue here and not wuite sure what you mean above.  Do I create a label and add this formula to the text property?  Or do I create a calculated field?  Either way, I can't get it to work.

Thanks Val. Just to help flesh this out, Employees are not automatically assigned a number in Xora. You have to actually go into their profile in the above menu and give them a number. Also, the report by default doesn't show you the "Employee Number". You have to select "Report Columns" and ask it to show "Employee ...

 Hi Michele, Can you please walk me through the steps you took to add the report to the screen? If I understand correctly, you created a report called Lead sheet in the report designer, then you went to the Customer screen under the Customized tab. At that point did you add a button to the screen and added the Generate Report action to that ...

The following question was emailed from a Method/Xora user: “Valbon, I'm now getting a different error message: "Unable to add job for employee number:5xxxxxxxx5 no match found in Xora. Unable to add job for employee number:5xxxxxxxx7 no match found in Xora. " I'm assuming the employee number in Xora is just their cell ...