Method Community

Hi dottie,  You'll need to dive into the screen designer by editing the screen and take a look at your customized actions to find the problem. What triggers the job number to be generated? Is it a Save button? You'll find the actions that create the job number in the button that triggers it. You should find a ...

Hi Marcelo, When you are creating an invoice in Method, you will always be given the option To Be Emailed In Quickbooks (see the screenshots below). This field will sync with the same field in Quickbooks. With a bit of customization, you should also be able to flag which customers will have this field checked by default, and which ...

Hi Marcelo,  Yes, you can customize this. Copy and edit the screen called FieldService_AddEditWorkOrder. In the screen designer, edit the Date Start* and Date End* objects. Skip to Step 4 of 5: Date/Time Formatting and uncheck the four check boxes. See the screenshot below. Let me know if this works for ...

Hi Darryl, To add to my last post, you can also change the report generated by going to your CRM_PreferencesReports screen. You can find this screen on the default Estimates and Invoices screens by clicking More Actions... and then Customize Print Templates....  Jason

The support team received this email: Can I modify the invoice PDF provided on the customer portal? If yes, where’s the menu item? If not, is this a custom job that’s available? Darryl, Yes! You can definitely mofify this report. We offer a program for free called the Method Report Designer. Click here to view an article ...

Hi Ben,  We actually have a Help Center article that explains how to add/edit selections in a dropdown list. You can find it here. Basically, when you create the dropdown field a screen is automatically created with the same name. From this screen, you can add add/edit employees.  Jason

Hi dottie,  Can you please give me a little bit more detail of the problem you're experiencing? Is job number a customized field? How and when is the calculation triggered? Can you give me a screenshot of the actions you are using? It's possible that the action set is referencing a field or table that exists ...

Hi David,  I'm glad you're enjoying Method!  The Gmail Gadget will appear in your Gmail account when you open an email. It will look at the incoming email address and find the associated customer or job in Method. If the customer or job you are looking for has a different email address in Method then on the ...

Marc,  I also recommend this article from our Help Center that explains how to use the Listbuilder. Steps 5 and 6 may be useful.  Best,  Jason

A user emailed support asking why his Listbuilder was not sending out emails.  Marc, In Step 4:Send an email(optional) of the Listbuilder, you must have the checkbox labelled Send email using template? checked. Otherwise, an email will not be sent. See the screenshot below.  Additionally, in Step 5:Process your list, ...