Method Community

Marcelo, The Route field is actually a field in the Activity table called ActivityGroup. In the Field Services app this field is used to group your activities by assigned routes if you have them in your company. You can also use the ActivityGroup field to group activity records in any other way you please.  - Jason

Marcelo,  I submitted a ticket with our dev team to try and resolve this issue. In the meantime I can offer a couple ways to work around it. You can either replace the text in the field with a single character to represent a blank field, or you can change the field to the exact same information as the related customer.  - Jason

Thanks Mary for the suggestions! Ben - Mary is correct in that there is an exporting limit of 1 million cells. The reason we have to throttle this feature is because if someone performed a massive export it could slow down the servers and therefore affect the experience of all other users.  If you need to export a file with over 1 ...

Glad to help! There is an article in the Method Help Center here that provides some more information about the List Builder. 

Hi Ben, The ListBuilder is built to automatically populate data from fields with the same name as in the Contacts table, not the Customer table. Try this and let me know if it solves your problem.  - Jason

Hi babbott,  This is a feature that is currently not built into Method but can be added through some customization. You could start by creating a new screen that is based off the DocumentLibrary table. From here you would have to add the Document field and a grid and retrieve the selected document in a Send ...

Hi David,  1) You can adjust this setting within your Method account. Go to Customize > My Account and click on User Password Preferences in the Change My Account Settings section of the screen. Here you will find the field Minimum minutes Method is idle before asking for login.  2) Ensure ...

Hi Marcelo,  Sorry but unfortunately there is no way to delete the alt contact once it is entered into QB. You can change the text in the field but you can't actually delete it. If I can find a way to work around this I will definitely update this post.  - Jason

Hi Victoria,  There is a checkbox within the Edit Case screen in Method called Email Case notification to contact when saving. If this is unchecked then the related contact will not get notified by email. If this checkbox is checked however there is an option within the Google Gadget to override this setting and stop the notification email ...

Hi Dave,  I understand your question more clearly now. We currently do not have a webinar that specifically addresses how to view transaction details by the account number. In order to accomplish this you will have to build a new screen through the Customize > Screens tab link. Base the screen off the Transactions table. From here ...