Method Community

Hello IndustrialRobotix, Thanks for reporting the issue. We have rolled back the last publish we did, so signing out and sign back in again should resolve the issue. -Inder

Hello LaCrews, Thanks for reporting the issue. We have rolled back the last publish we did, so signing out and sign back in again should resolve the issue. -Inder

Hello Justin, Here's my answer. When you select any of the "Print Preview" buttons in Method, you are actually pulling a pre configured template that pulls the data from the table and creates the report. These reports are created with the Method Report Designer. If you want to make changes to those reports, you have to ...

Hello Justin, I am glad that your issue is resolved. Have a great day. -Inder

Hello Maureen, Here's my answer. I believe that you want to set the default filter views for the grid available on the screen for different users. Yes definitely you can set the default filter view for your users. In order to achieve that you have to customize that screen. For example, lets say you have two users (User1, user2) and you ...

Hello Maureen, Here's my answer. One way to achieve what you're looking for would be to create a user such as Team 1, asssign that user the WO, and have each user load the calendar for the Team 1 user.  Another way would be to create a project and assign each user the exact same activity in the project. The point ...

Hello Maureen, Yes, you are correct. Currently, Method:Beta does not include the Field Services pack. The only pack which is available for now is Customer Management for Quickbooks. With that being said, our development team is actively working on it and it should be available soon in Beta version. We appreciate your patience. -Inder

Hello Dave, Here's my asnwer. According to your situation if you are dealing regularly with multiple contacts for a customer and you want to deal with each contact separately, then you should use job of a customer field by using the job of customer drop down under the additional information section ...

Hello davewalter, Yes, it is possible to re-assign an Opportunity to other Customer/Lead by simply selecting a diiferent Customer/Lead from the Contact dropdown on the Edit Opportunity Screen. Coming to your next question about merging two customers/leads in Method is not possible. But you can merge two different customers in Quickbooks ...

Yes, to make the Internal? to "Yes", just follow the same steps, or you can even select the default value for that field. When you click on edit on Internal? field make sure on step 1 of 3 Checkbox properties on the Default value click on the checkbox to make it as a default. Hope this helps! -Inder