Method Community

Marcelo, No need for my previous workaround comment, there has been an update pushed to Method that has fixed this issue.  You should be good now to add new Customers with no Sales Rep from Method! -Ben

Hi Marcelo, I did confirm what you are saying from my own test account.  I am going to look into this further and I will post here when i have any updates.  As a workaround while this is being looked at, I found that if you create a new Customer with a Sales Rep first, sync this record to Quickbooks, you can then delete the ...

Hi Blake, Good news on this topic, we have just pushed an update for this issue on the live site.  So, if you were to now blank out the Sales Rep Field on the EditCustomer screen from Method (after there was a Sales Rep already assigned), this change will now stick when a sync has been peformed.   -Ben 

Hi Mike, I just wanted to let you know that I have looked into this a little further and do see what you are saying about the custom fields not being able to change from Method, after you have create the Sales Order.  I am going to spend some more time today, working on different variations on this before I can tell for sure what is ...

Hi Mike, I am going to try to replicate this in my own test account, but have a couple questions. You mention you have several custom fields for the item table, is your other custom field a date type also, or is it a text field?  Could you confirm this happens with the other custom field in the item table, if it has a different format ...

Hi Ronnie, You are able to add more than two contacts to a Customer using the Import Tool in Method.  You can do this by using the "Contacts" table, so if you want to first export this table, you have to make sure you uncheck the "show only common tables" from Step 2, "Pick a table".  You will be ...

Hi Jwarren, Thank you for the feedback, as we also use Method users here, so I do agree with what you are requesting.  I can definitely make a request to add this option to the pop-up sign-in Window.  However, I believe there is currently a link on this Timeout pop-up screen to go back to the main login page, ...

Hi Andy, My apologies, but you actually can do this and quite easily. The attachment will go to either Method or SmartVault depending on which is your User's default setting.  Simply add a new Activity for an email from within the Gmail Gadget and close to the bottom you will see an option for attachment. Look at my ...

Hi Andy, At this time there the Gmail Gadget does not allow for attachments to be automatically uploaded to you Method or SmartVault accounts.  You will have to save the attachment to your computer first, then upload it through the Documents Tab.  This could be a feature that will be offered down the road, but currently ...

Hi VLocke, Starting with a fresh FieldService_AddEditWorkOrder Screen, first add the field "Contact Phone Number" to your screen.  Then, edit the Customer field, and add a new "Retrieve Value from Table " action.  Here you will be adding the Phone Number stored in the Customer table, to the Contact Phone ...