Method Community

Hello Vince, Here's my answer. If you wnat to add a person whom you don't want as a customer, you can add him as a lead by clicking on tab Leads -> New lead. So in this way that lead won't reflect in your customers. However, you can convert your lead to Customer anytime you want. We have a great article on Leads in our Helpcenter, ...

Hi GTalburt, In order to assist you better, I have few questions based on your explanation. 1. In the second part you mentioned that "you add a grid to new section and added 2 new fields to that grid". Are you adding fields in the grid or you are adding objects? If you are adding fields, What kind of fields you are adding ...

Hi Davewalter, Here's my answer. You can achieve this by various methods, herewith mentioning few of them. Save the hyperlink code into an action result.  I used <a href="*"  target="_blank">*</a> . The "*" are place holders for the actual web address. Use a character function ...

Hi Robert, Here's my answer. The best way to do this is to add custom field and and assign action to the save button for example by clicking save button it call for action Enter Value into Field on Screen  which update field or object with the value " Value From Session" in that you can select Username. You can use ...

Hi Robert, The browser in which you are using Method just check the time setting of that browser, if those are fine , I would suggest to give a call to ur support team and we will take care of that. Regards, Inder

Hi Davewalter, Here's my answer. As you mentioned you want to add or delete items from your existing workorder, for that you can go to Field Service Center ->WorkOrder List-> select the existing work order. It will give you Add/Edit Work order, from that screen you can add or delete the items you wants, in that way you can make ...

Hello Robert, I would suggest you to call our support team, so we can look into the matter and try to fix the issue for you. Moreover,I would suggest that make sure your Internet browser time settings are correct because it might be creating that issues. Regards Inder

Hello Retrotel, In this case, I would suggest to call our Support team and we will definitely look into that. Regards Inder

Hello Retrotel, I have few questions, which can help in understanding the issue. So when you are trying to install it on your employee machine, Is it giving you any error? or it's installed successfully but not showing up in the Add ins? Did you try to run it as Admin because sometimes it requires special permission to install. I am ...

Hi Robert, Here's my answer. Unfortunately we do not have any provison of changing it into uppercase in character function list, unless you want to you use replace character but for that you might have to enter all the alphabets and their Uppercase values means you would need 26 character functions to replace all the characters ...