Method Community

I'm trying to keep these items from popping up when generating new quote/workorder/invoice.  Please advise.

I just tried that, but it still shows the deleted items/inactive items.

When creating quotes/workorders/invoices, how can we prevent inactive items from popping up in the item list?  This has been an issue.  Thank you.

I'm trying to build a list of clients who hasn't used our services in over a year.  What is the best way to build a list to exclude those who has used our services in the last year?

Can this work for the employee screen?  If so, how can I make that stick?  I tried that already, but I cannot make it save properly.

Hi Justin,   Thank you for your response the other day in the Forum.  I updated the tables as instructed, but I’m having issue of adding to the screen.  Which screen does the users table  show up in?   I checked the employee screen and cannot find it in there.  

Thanks Justin, I'll give that a try!

We have been finding that our e-mails through Method has been going to people's spam folders.  But if the e-mails are sent straight from our servers, they are going to the people's inbox.  Is there a setting that we need to be aware of?  Please advise.

We have specific web page for each technician and the send outs are controlled by one user for several technicians who do not have access to Method. They are listed as a user with no logon access in the system. Each link is specific to the technician, but the work orders for the technicians with the AssignedTo function.     We ...

At the end of the day, we click on each work order and click a button to send a follow up e-mail. Now, we are getting a little more creative.  We have created a landing page for each technician performing the job with a custom link.  Is there any way to auto format the links in the e-mail template to the "assigned to" on the ...