Method Community

Hi Rodney,  Which table is your LeadEventDate field in? Is it in your Entity table? A custom table? The Contacts grid in the CRM_LeadList screen is based off the Contacts table so you need to make sure your field is linked to that table. To add a linked field to your Contacts table, go to ...

Allison, Unfortunately, you cannot convert a customer back to a lead. Once the customer is entered into Quickbooks (QB), there is no turning back! If you sync an estimate to QB the lead will automatically be converted to a customer because in QB the estimate must be attached to an existing QB customer. Like you said, ...

We received this email -  [quote]I added a lead into the system and created an estimate for them. When creating, I unchecked "wait for sync approval" not realizing that it would convert the lead to a customer. Both the lead (customer) and estimate synced to quickbooks, but now when I search within my estimates the estimate that I ...

We received this email from a user -  I cannot find the place where you can choose to enter your own estimate #s instead of having Method auto-fill that field for you. Can you remind me where it is. Right now it is auto-populating with a number and overriding what I have entered. Allison,  There is a setting under the ...

Hi Jule,  Here is a similar post outlining how to take out the time in a DateTime field. To insert the day of the week, I suggest dragging a textbox object onto your screen to show the value. From here, you can use a Date Function action (specifically, the Get Day of Week function) and then an Enter Value into Field on Screen ...

Thanks Alex!  Andy,  Looks like Alex is correct. I tested this out and it seemed to fix the problem. Copy and edit the FieldServiceMOB_WorkOrders screen and edit the ActivityJobItem grid in the Items section. You'll see the option for Auto Grow. Click that checkbox and you should be good to go! Jason

That's great Mark!  Justin, you can use the List Builder to send out mass overdue balance emails. Here is an article in our Help Center about the List Builder. In these emails, you cannot include an attachment of their invoice(s), but you can include a link to the Contacts portal where the recipient can log in ...

Allison asked -  "The reports are printing out incorrectly. When I create an estimate that is a little longer, the first page will not have any of the item information or descriptions. It will start showing that info on the second page. However, when I view longer estimates in the preview screen in Report Designer, it looks fine. Can ...

A user sent us this email -  Hi - I want reminder emails sent automatically when invoices become overdue. Can Method do this? Thanks, Justin Hi Justin,  Unfortunately at this time there is no way to send out emails automatically. This is a feature we are considering for future versions of Method. Currently, you ...

Hi Marcelo,  I copied the stock report back into your account. It's called FieldService_RouteListV3. Just a tip, if you would like to modify a report, always make a backup copy of the stock report first. This way if you don't like the modifications you made, you can always go back to the stock ...