Method Community

Hey Greg, In order to be able to do this, you need to create a Generate Report action immediately followed by a Send Email action to send the PDF on a button on a copy of the original estimate screen.  You can reverse engineer how Work Orders are emailed in Method Field Services to see how that happens. Try that and let me know if you ...

Hey Ted, Instead of going through the trouble of customizing the screen, you can: - Click on Fill list with Contacts In there you have under Tags: "Include contacts" in your case you would choose the Tag 'wormer.' That will take you right into Step 2 which will show you the list of Customers that fit the conditions in the ...

Hey John, I was able to replicate the issue on my end. I have created a ticket for our developers to take a look at the error. As soon as I hear back from them, I'll update our thread. -- Mortaza

Thanks. It's just confusion mainly. Technically, sales tax is figured and updated properly...it's just slow for Sales Orders. I addressed it for my team by putting a label with hover text explaining the situation and that it's been reported to Method.

Hey Blake, Thanks for the video! I'm still having issues replicating the error. I did try to change my TaxCode but still unable to get it to "0" out. I do see how this can be an issue for your SalesReps. I have created a Support case for you and a member from Support will reach out ASAP. They will be able to further disect the ...

Hey Ben, Welcome to the Forums! There are a few ways to retrieve that data into a Grid, here is one way: SELECT Count(viewaccInvoice.RecordID) FROM viewaccInvoice WHERE viewaccInvoice.Customer = viewContacts.Entity Using SQL Count function we retrieve the total number of unique Invoice RecordIDs related to Customer. -- Mortaza

Hi Mike, We just spoke on the phone regarding this. The values in the LeadStatus table are not editable, as the values are automatically inserted when converting a lead to a customer. You can read more about this in the forum threads HERE and HERE. Your alternative would be to create your own custom dropdown field and table for storing custom ...

Is anyone looking into this? Been a few days since my forum post. 

I have a screen with a grid on it that contains the values for a "Lead Status" dropdown box field that is in the Customer/Lead table. Values are in the Lead Status table and there are only 2 columns in the table: RecordID and LeadStatus.  I need to add further items to the list but it is impossible to do so. I can export the Lead ...

Hey Karrena, That is very odd, another route to customize the page is to head over to: Customize > Screens The screen we are going to customize is CRM_CustomerList. Highlight the screen name, make a copy and when you highlight the copied screen you will now have an option to Edit. -- Mortaza