Method Community

 Hi Marcus, I just want to inform you that the filter 'Today's Time Tracking' has been updated and is working fine now.  Let me know if you have any other questions.    

 Hi John, There are a couple of places you can check for filters. The first being the activity status filter on the left hand side of the calendar, verify if any of the filters have been checked.  The second place is the calendar preferences step 7 of 7, there should only be 3 filters; if the activity is a work order, the status is not ...

 Hey John, I wanted to point out that if you have customized the customer list screen, you would not get the new updates that we have added to the screen. This wasn't a bug in the screen, just the way it was designed. If you want to have these changes on your screen, update the actions in the Save & New, Clear & New and on ...

 Hi James, The update went out this weekend, you should now be able to see work orders appearing in the 'all day event area' of your calendar.  To enable this feature you need to check 'Show All Day Event Area' under the Field Services calendar preferences.

 Hey John, We noticed this about a week ago and have added it to the update that was just pushed out yesterday. Let us know if you’re still seeing this.  

In the Field Service Module... when the invoice type is chaned to invoiced in a work order, the work order no longer appears on my calendar.  I would like it the work order to remain on the calendar.  I've looked everywhere for the filter.  Can you let me know where it is or what removes it? 

In the customer information screen I have an activity grid that show all activities for that customer.  Within the grid I have a comment link that retrieves the comment from the activity table and shows the comment under the grid. When I select the comment link it shows it below, but it doesn't clear.  If I close ...

Hi Marcus, I tested out the exact filter you described in your first post and it worked. There are a few things I would like for you to double check on your end.  Ensure that the filter you have customized for your employee is the default filter when they log in to the Time Entry screen. Make sure you link the user to the Employee/ Vendor / ...

 Hey John, Going by what you have explained, you have linked the RecordID from the Estimates table to the RecordID in the Customer table. This is where the error is since RecordID is required to have its own unique id. Remove the field that links these 2 screens and see what happens. This should get you fixed up

 Hey Everyone, I had some questions emailed to me that I wanted to post on the forum for everyone. 1. Where can I find a weekly timesheet or schedule template?  Take a look in the Employee section and you will find time tracking, if this isn't what you want then it may be a custom screen you’re looking for. You can design a ...