Method Community

 Hey John, I have tried to recreate this on my side but I cannot get the same results. There is a filter on this grid for the views. I have mine set to "Work Week View" and I can see every WO I booked. Make sure your view is set correctly. If this doesn’t resolve this, what are the field settings your using, I could try the ...

Hey Phillip, The answer to the question is yes, this can be done. However, the original design of the screen was not planned to be used like that. If you customize the screen you could have it work the way your client would like. As a tip to get you in the right direction. You would need to start by removing the action that displays the ...

    Hey John, I tried to recreate this, I was unable to get the same results. I opened the Customer List and went to the Payment and Job Info screen. I changed the Star Date, End Date, and Project Date to today. I hit Save and Close and then reloaded the same customer. I am able to see the 3 dates all still set for today. Have you ...

Hey John, Nice to see you posting on the forums. I need you to check a setting on your IE 8 browser. Click on Tools - Compatibility View Settings. Make sure that the Method Website is listed on this list. This should allow you to see the full screen. If not please note if this is only on 1 screen or on all the screens.

 Within the customer list screen, under job information, I have three date fields: Start Date, End Date, and Proj. End Date (these fields are sync'ed with QB).  The issue is... If i select todays date on all three, save and close, then reopen the same record, the dates change automaticly to 2-3 days ealier.  But if I select ...

Within viewing Method Integration (MI) in Internet Explorer 8.0 (32 and 64 bit) I only see the top quarter of the screen.  We use FireFox, but there are other variables where we are able to always use it.  Is there a solution (in the works) where IE 8.0 will be resolved? 

I've created work orders in series, but when trying to view in my calendar it does not show.  Is there a filter applied that i'm not aware of? 

Randall, We don’t have any immediate plans to provide email integration for MAC users via Address Book and Mail or Microsoft Entourage.

 Hey John,   Not a problem. This has been done, check the pages now and let us know if you need anything else. If its not working, what is it about the screen that isn’t working correctly?  

Thanks very much for your help Paul! I found that their item list contains more than 50 of similar items zzz-zzz-0010 / zzz-zzz-0020 etc etc a few groups go past 50. I think we're going to re-work their item list to keep it in groups of 50 so their field techs and speedily create the invoices.