Method Community

 Matt, Can you enter a value for StartTime, EndTime and RecurrenceEnd. The missing values is causing an issue with the processing of the xml. If these values are not required and you prefer not to set them, then let me know and I'll see what I can do. Peter

 Hi Stephanie, Can you please send me the error messages you received? This way we can do some further investigation. I just copied the estimate screen and placed it under a different tab and it worked so I want to see what is causing this error on your side.

Peter, Thanks for catching that. I no longer get the error, however the day check boxes still do not show up properly. (Only the Monday checkbox is ever checked. Here is the XML I insterted (I'll put it on multiple lines this time sop you can see it all): <MI CE='WEEKLY'    ...

I have not made any changes to the screen. However I did copy the Invoice screen from the Field Service_Estimate, so that I could have the option to turn an estimate into a job order from the customer tab. I am experiencing this problem with all forms of work orders. The problem is that I can not create a job order under the customer tab either. ...

Our very first community webinar will be hosted by Ryan Bell, a Business System Consultant and member of the Method Team.  He will be covering how to get started with Method.  These topics are focused around how to navigate through the various preferences and options within Method.  Many of the initial questions we get after someone ...

Here at Method we strongly believe in a sense of Community and this is always something we keep in mind with everything that we do.  Our community members are rapidly implementing Method into their business and seeing the benefits of doing so.  Having been in the IT and software business as long as I have, I am used to seeing the ...

 Hi Laura, Another option for you if you want the start up screen to be user specific would be to create a new Tab Group / Role, for example Sales Group and then arrange the Tabs so that Sales Center is the first Tab on top. Then you can go to Tabs and move the Activities Tab Link to the top of the Sales Center Tab. Once this is completed, ...

 Looks like that worked OK.. I applied 0.00 to the required credit/debit fld and I was able to insert both a debit line and a credit line. Thanks for your help, Keith  

 Hi Laura, One of the easiest way to accomplish this without too many actions is to add an action to the OnScreenLoad event to Go to a Tab Link for the default start up screen. Most likely the default start up screen is the 'Welcome' screen, provided you haven't changed it. You then specify which Tab Link you would like to load ...

Hey Keith, I think you understand it now.