Method Community

Hello Cindy775, Field Service is an additional app available on our Method Classic platform, therefore we welcome all questions and concerns about field services on our Method Classic general Q&A section.  Coming back to your question, you can easily set both activities and work orders to show on one calendar. Let's say you want ...

A quick note: You can also find more about report designer here on our Helpcenter. We also have amazing articles and video tutorials on various features available in Method.

Hi there, I've been stuck on this for a while. I customized the New/Edit Estimate screen. But it seems that different user goes to different version of my customized screen. Here is my situation now. 1) I grant two users(A,B) estimate customize permission(I know this is not necessary, just to simplize my explain) 2) In chrome browser, ...

Hey Matt2189, The path you mentioned above just open the report designer and let you choose which template you want to edit. The best practise is to create a copy of the stock template in case you want to make some changes and in case you don't like what you customize you can always go back to the stock template. For Estimates, there are ...

Hello kefpa01, Thanks for reporting it. i was able to reproduce it on my account. I will bring this up with our development team. In the mean time, you can use Build Selection list in order to use it more affectively. You can even use multiple loop with that. -Inder

Hello matt2189, You can only use a hyperlink to open a website in a new tab or window. Unfortunately, It won't open the Sharepoint account or you can't access the files in Method. -Inder

Hey, I'm wondering how I can open the out of box estimates template in the report designer. I go to customer > Estimates > customize templates with the report designer, but the template doesn't open in the report designer. So my question is: How can I open the out of box estimates template in the report ...

If I create a hyperlink will I be able to access my SharePoint account through method, it’s fine if it doesn’t link with SharePoint as long as I can access my SharePoint files through the SharePoint tab on Method.   If I create a hyperlink will I be able to access my SharePoint account through method, it’s fine if it ...

Hello AmsoniaLandscapeandDesign, In order to add Terms to your EstimateLine grid, please follow the below mentioned steps: Add a new field (drop-down) to your EstimateLine table This drop-down should reference the Terms table using the Name field. This should help you in using the Terms on the EstimnateLine grid. Let ...

Hey Audisho I am having the same exact problem. I followed all 3 of the steps you laid out and I am still having the same issue. Please let me know what needs to be done in order to resolve this asap. Thanks! Bradley