Method Community

I have been unable to replicate it, I turned read-only on and off but the field always shows the correct text value. How are you updating the value in this field? Is it done through actions after pressing a button, or are you typing in the flag value into another field on the screen then updating the table through actions? If you're using the ...

That wouldn't work, you would need to have the document uploaded to Method. - Ashur

Hey Neil, In order to attach a Method document of your choosing to an email, you would need to create a new screen based off the DocumentLibrary table and utilizing the Document object. This is a topic that his been discussed quite a bit and we have submitted feature requests to our dev team. Check out this thread for some more ...

Click here to view the image if you're having a hard time seeing it. And can you detail exactly how you're creating your Work Orders from a case? Is this functionalty you added yourself?

Hey John, I was unable to replicate it, see below, also didn't edit any of the stock fields that are automatically populated, i.e. Due Date End. Are you using the stock SchedInv_WorkOrder and SchedInv_WorkOrderList screens? - Ashur

All you need to do is right click on GroupHeader1 in the deigner screen and select Move Up 

ach month you should be creating a new list since you'll have new leads and contacts. Yes the easiest way to do this is by customizing the CRM_ListBuilder screen and edit the Fill list with Contacts button. You'll need to add a couple actions which will grab the current date and then subtract it by the amount of days you desire, i.e. 30. ...

Just to clarify, I haven't come across anyone else experiencing this issue, and we haven't been able to replicate it on our end so it seems to only be affecting your account. That's why we started the screen sharing session; to see it happen along with checking to see whether the QuickBooks or Method settings played a ...

Mary, Try this and let me know the outcome. View your employees in Method, check out only the one's that don't show up on the Users screen. If they don't have an email address then that's the problem, you need to add one for them to show up. If they do have an email address then just edit it by adding or removing a character ...

Hey Blake, As stated on our phone call yesterday I've created a ticket for our dev team to investigate this issue and will email you an update ASAP. - Ashur