Method Community

This issue is now fixed.  Thanks for your patience.

Hello,  Could you help me to understand the difference in the Customer table and the Contact table?  I am adding some fields in and I have placed them in my Customer table but when trying to filter searches on them I notices that the default customer search and display grid is actually pulling from my Contacts table.  I am ...

I updated my original post with some corrections. Please re read. Default picker is set to "Date"

Hey Mahlon, Did you change the picker option in the datetime object to time or leave it as Date? By default it is set to Date. If you leave it as Date and change the formatting then you will most likely get an error. In my screenshot below i made 3 DateTime objects and set the picker to Date, Time and DateTime to show you. -- Loi

Hey Jsautel, Our team released a fix last week that was suppose to fix that issue. You can read details about it on this forum post https://www.method.me/cs/forums/t/8207.aspx Some customers might be still experiencing some issues but there is a fix today that is being released that should resolve it. Are you still having issues ...

Hey LaSonya, Welcome to Method! I took a look at your account and it is currently set to only the classic version. I can have an account manager reach out to you to give you access to the New version of Method. -- Loi

Some Method customers may encounter an error saving transactions when Method (not QuickBooks) is creating the reference number.  We are aware of the issue, and our team is actively working on a fix.  We'll post an update once resolved.

Is there any fix for this?   If you change an address for a customer in Quickbooks, and you have an existing work order in Method, the address does update on that existing work order, but does NOT update onto the google calendar. So if you have a technician that looks only at their google calendar for where they are going next, they go to ...

I noticed this as well.

Before the last release that was pushed out, when you clicked a dropdown field to select a value you could begin typing immediately to locate the value you wanted. Now you need to click into the search box before you can begin typing. A pretty major issue for one of my clients.