Method Community

Hi Annette, [quote user="VARC_Annette"]1. Can you export it to Excel o CSV?[/quote] There is no button to export on the calendar page but you could add an Export Grid to Excel button to the Work Order List screen.  It would be preferable to export from a grid since we have an action built specifically for this - ...

[quote user="Innovative"]Using the Default Field Service Calender Screen the mapping interface does not put the addresses in order like they are scheduled, i cannot seem to figure this out, any suggesstions[/quote] How are you calling the map?  Is it from the Field Service Center > Work Order list screen?  The actions ...

JohnM, There was no bug on this but there is an issue where the phone number wasn't updating until 2 full syncs finished.  Your phone number may already be updated but if not you'll need to go into the QuickBooks > Synchronize tab and click the first Sync Now... button.  Let that sync finish then click it again.  After ...

Hi BlakeC [quote user="Blake C"]Is there some sort of auto data cleanup task Method has that goes through tables and deletes records that look a certain way?[/quote] There is no auto data cleanup with Method but what you might be running into is the transaction history setting.  By default we're syncing data for 31 days so if ...

Hi JohnM, [quote user="John M"]QBO>Method> all method printed reports[/quote] Where are you looking for the printed reports? While looking at the phone field from QBO I noticed that it was not updating after a sync.  I'm not sure if you recently changed your number but this could be the cause.  I've submitted a ...

[quote user="Innovative"]Are there any updateds to calendar loading speeds.[/quote] I'll put a suggestion into the team here to look at speeding up our stock calendar object - I've also asked if there are any tips to speed up a calendar with a large number of objects. ~C

[quote user="LaCrews"]It would be great if a document from Method's document center could be attached when sending an email from the activity screen.[/quote] Mark - we're looking into this now and will post up if it's possible.  Technically it should be possible but we're working on the solution before confirming a ...

[quote user="NeilSmellie"]Any plans to support Square Up as a payment gateway[/quote] I've just put a feature request in for my team here - I can't say if or when support will be added but I'll keep this forum updated!  I also requested Braintree at the same time since they recently launched in Canada too. ~C

Cases Tab Improved (#3904) - cases are now sorted by the most recent created date. Cheers, Danny

[quote user="LaCrews"]Anybody know how get the script to execute dynamically?[/quote] We do try to limit you from entering some javascript on labels but it looks like this slipped through.  We definitely prevent the execution (if we catch it) but your example managed to work prior to updating the value.  I would recommend ...