Method Community

You can create your own “PO” number in the customer screen. If you're making an invoice or estimate manually, you can pull in that value when the customer is chosen from the dropdown list, the same way you pull in their address info and terms. But, since you're using Method Field Services, you’ll have to do a bit of ...

I have a design question in regards to the customer PO field.  I see where I can enter the customer PO into Estimates and Invoices, but I would like to enter it at the time I create a new customer / Job.  I do not normally create estimates and I need to retain the PO number before I create the invoice. The other concern is if I ...

Last month on our blog, I announced that I will be heading to Atlanta to participate in the Scaling New Heights Conference being hosted by Joe Woodard. If you haven’t heard about this conference yet, you should read my blog post from last month by clicking here. Joe is actually offering a series of FREE webinars, leading up to the ...

No probelm!  It's my pleasure to help out.  Here's some additional info... 1. Great.  Let me know how the Delete button works for you! 2. Since you're calling the individual records from different tables, let's say the CallReport table and the RMA table, each table has it's own unique RecordID that you can use ...

  Thank you for the response. The Delete button I will try today.  As for #2, yes I’m using a drop down and calling it from the previous screen.  For example I create Call Report 001 and then it becomes and RMA.  I then go to the RMA screen and when I pull the drop down for Call Report Numbers I select Call Report ...

  thanks!

Hello!  Here's some advice for you. #1. To add an 'Are you sure?' message to the Delete button seems to me like you'll want to use the Show Message action which you can trigger on click of the Delete button.  The message can then warn the user that they are about to delete the report.  The message also gives you the ...

I'll have your Business Systems Consultant contact you ASAP to get that booked for you!

 I would like to schedule some consulting time, please.  I'm having problems making it work.   John

Sure!  The IP address to our server is 67.192.223.114