Method Community

Hello everyone! There is a lot of detail in this post, so thank you for reading and offering any advice. First, I am a XORA user. I rely exclusives on the FlexField Value mapping to transfer my Xora data from Method into QuickBooks. Here is the history of my problem before we get into the new details. I originally created a list of FlexField ...

Thanks guys! Phillip

It appears if you go really slow the typing doesn't overwhelm the search function. Will the fix allow for normal typing in the field? Thanks for the response on this!! Phillip

Hi Phillip, This sounds like something we are already aware with a fix in place waiting to be pushed out with the next update sometime this week. Do you notice a difference if you type slowly? Our tests show if you type really fast the filtering doesn’t properly pick up the last key stroke. Can you confirm? Thanks for the ...

On Invoice and estimate screens under customer:job field as well as received payments screen under received from field, when you type in a few characters, the name pops up and then goes away. Other times it doesn't pop up at all only a partial list is displayed. On small customer lists it's not a big deal. One large customer lists, it ...

Hi Val. Yes that was helpful. Thank you. I took another look at the part of my question where the notes field was not saving. I'm not sure why but it is saving today, so either something strange worked itself out or user-error was involved. Thanks again, your guys' / gals' help is always appreciated =) I definitely enjoy working ...

Joe, You’ll notice this screen is built off the Activity table whereas the grid is built from the ActivityJobItems table. In step 1 of the grid wizard you will see that the grid was designed to be Attached ‘I want to choose a Table that is linked to the Screen's Table.’ Please see a previous response for more information on ...

Hi. I have a question regarding Screen:FieldService_AddEditWorkOrder. Note: I am checking the grid's edit wizard for this screen. On this screen, the grid shows that it is using the "Default" filter-view with no custom filters available, but it appears to be listing only items from Table:ActivityJobItems that have the same ...

On Wednesday, September 30 @ 1:00pm EST, Valbon Shabani will introduce Method Field Services.  This basic introduction will demonstrate how to create a new work order and turn an estimate into a new work order. Continuing on to add service items and enter details and cost information before turning the work order into an invoice. So how do ...

 Hi Michele, In that case since it is a syncing issue, you can call in and one of our Business Consultant would work with you over to phone to resolve this.