Method Community

Hi Marcelo, You can change the date to a few fixed formats but unfortunately not the format you requested. If you click the Advanced options on the date field when editing the grid you can switch from Date, Time, or Date and Time. What you can do is use the Date Function action to populate a new field with the day of the week, if ...

This is an easy one! :) Go to the Customize>Tab Groups tab link  Click Edit on the CRM tab group Skip to Step 2 of 3 Click the Tab: dropdown and add the Field Services Center tab You may also move it from this screen to where ever you like in your CRM tab group.  - Jason

This will work for sure!  Add a checkbox object and the Sort Order field to the Update Selected Work Orders… section of the FieldService_WorkOrderList screen. Next you need to add actions to the Update Selected Work Orders… button to actually update the Sort Order field in the table. Take a look at how the ...

Yes. You can assign any Sort Order value to any series or occurrence. However, we currently do not have a default button to assign a Sort Order value to all of the work orders from a specific customer. I would suggest filtering your work order grid by the Customer that you would like to change and then manually changing ...

When you make any kind of change to an occurrence Method will break that occurence from the related series. Once the occurence is broken it will not update along with the unbroken occurences if you update the series. The reason for this is if you have changed ...

Hi Marcelo,  When you are viewing your Work Order List screen you should see one column called Edit... and another called Edit Series... (see the attached image). If you click Edit Series... on an occurence record you can directly edit the related series. If you click Edit... you will be editing just the ...

Hi Melissa,  Under Customize>My Account and then User/Password Preferences you'll see the attached screen. Is this what you were looking for?  Jason

Hi Andrew,  There is a simpler way to do this right in Method without having to edit the HTML directly. Load the correct Web-form and skip to Step 8 of 9: Edit Field Description. This screen gives you a column with the option to hide/unhide fields. Hope this helps!  Jason 

Hi PrimeSealants,  If the customer was deleted from Method but the associated contact still exists then the action likely did not sync with Quickbooks. The contact in Method should delete automatically when the customer deletes in QB. First, check to see that a full sync has occured recently. If is has then check to see ...

Hi jan,  After taking another look at this post, I have some additional comments that may help. I mentioned that you should try to retrieve the Maximum with the Retrieve value from table action but it would make more sense to retrieve the Count. Same result, but retrieving the count is ...