Method Community

Edit: I've created a case for your request and you've been added to the queue. We'll reach out to you as soon as possible. - Ashur

Understood, I don't believe you can edit those fields in Method, which makes sense why there's no screen for it. - Ashur

I've spoken with your Account Manager and he will be reaching out to you. - Ashur

Yes, it would be similar but not exactly the same. - Ashur

Hi Michael, Do you use Waiting on someone else as the status for this type of job specifically? Do you have other jobs where you don't use the Waiting on someone else as the status? If so then this will be more difficult and may require the assistance of a Consultant or Method Solution Provider. Also, are there any other differences with the ...

Hi joshtodd, It wouldn't work exactly like that, you would need to first select a customer in order to be able to add any line items. What you can do is take a look at the Copy selected... option under the More actions... button on the FieldService_WorkOrderList screen. Then look at the Copy Work Orders button on the ...

Hi andy, The Company table doesn't have any screens based off of it as it holds data from other tables. You can edit the table to add fields, i.e. linked or dropdown, for your customization needs. Is there anything in particular you're looking for? What are you trying to do? - Ashur

Hi Cathi, Just so I know how to better assist you, will you be using the Field Service Operations app (Work Orders) or the default QuickBooks Time Tracking screen when utilizing employee time tracking in Method? Yes time entries sync with QuickBooks, I created several Work Orders for one of my employees and entered time tracking information, ...

Hi andy, The easiest way to do this would be to reverse engineer the actions for the Save button on the CRM_NewActivityScreen. You won't need all the actions, just the one's specific to the email fields and Character Function actions. Keep in mind that you will need to add some additional fields to your mobile screen so it will increase ...

That's correct. Also, this isn't something that is feasible as there are certain actions performed when the Item Dropdown list is clicked, so inserting your own value into that field won't work. Plus if you managed to come up with a work around for this all of your estimates would show the exact same items and if someone needed ...