Method Community

We do this already in the Field Services app.  I recommend you follow the steps in the Field Services app on emailing a work order.  You can do this from the Work Order List screen and follow our lead by reviewing the actions under Customize.  

Wavetec - We looked into it and it was too restrictive in the back end.  The Design Report permission was stretched out to the open report permission, which was not what we had originally intended. We have fixed this.  You should be able to switch back now and remove the Design Report permissions on those users who shouldn't have ...

I am working with the FS: job sumary report and would like to add a percentage of profit next to the total profit field.  Will you share with me the procedure?    

I see.  No, there’s nothing else that I’m aware of that you would need to do.  Again, it could’ve been something along the way that just wasn’t entered in right.  Not sure from here.  But everything is currently working as it should for this report?

Hi there! Well, we discourage screen shots on the forums since the forum is intended for general how-to questions that can benefit all Method users.  Your issue is quite a bit more specialized as it pertains to specific concerns within your customization job and may require booking some consultation time if we can’t get to the bottom ...

First and foremost, I am loving this product!  Our efficiency has doubled, our communication between employee, customers, and vendors (across the country) is unbeleivable, and the tracking of POs, estimates, work orders, vendors, customers... tells me exactly where we are as a company and it makes me very happy :).  And even better, I ...

Negitive! I tried making the modification outlined by Val, and I've have even gone as far as creating a new report without success in making the detail report work.   

I have one person who needs to just see a PDF of our "Call Report" that we view in Print Preview.  I do not want him to have to log into Method just to view and print this report.  Is there a way to email an attachment of the PDF to him from Method? thanks, Wavetec 

 I fixed the print preview issue.  I had to check “Design Reports” for the Quality Reports Tab. I'm still not sure why as an Admin I could still pull up the data in the report but as a regular user I couldn't. What I was refering to as "regular(restricted)" user was just someone who was NOT an Admin. Was ...

 Sorry, the last time I had Val doing some customization with us I thought we set that up.  No matter.  here's the scenario.  I have a "Call Reports" screen.  That screen has a CR#(Text Field).  It also has an RMA#(Text Field), that we go back and  manually enter,  if a CR becomes ...