Method Community

Hi Conner, The Detail Report section of your estimate template lists “Estimate.EstimateLine.Estimate”, but the Detail Report on your sales order template does not list anything here. It also looks like you may have dragged the incorrect line item fields onto the sales order template. You need to drag in the fields from the ...

Hi Maureen, My apologies for not getting back to you yesterday. To my knowledge, around the time of your posting  we did not receive any other complaints of poor performance in Method. We may have just been experiencing a heavy load on our servers as this was during our peak time. Please let me know if this continues. Thank ...

Hi bcstlmo, We have some customization webinars that you can take the time to go through. While our documentation regarding customization in Method Classic isn’t all that thorough, we are making an enormous effort to have much better documentation for customization in Method New. There’s no Field Services app yet for Method New, but ...

Audisho - That fixed my problem. THANKS! At risk of sounding like a whiner or a technophobe - this is not particularly intuitive. Once you create a dropdown field, it appears in multiple editable locations: the field, the table, in whatever screen you've installed it, its own screen, etc. And then you have to know whether to "Edit" ...

I noticed that for each table, you are able to search by column individually, and typing into multiple columns would result in an "AND" type of search where the results would display only those that match all the column search criteria. However, I was looking for a search bar that would search ALL columns at the same time with one search ...

A few weeks ago I finished customizing the print templates in the report designer. Today I was testing a few out by clicking 'print preview' and I noticed that while my estimate report generated all of the line items, my sales order template only shows the first line item and nothing else. I have attached 2 images of what my design looks ...

The Method server is exceptionally slow today.  Is there something going on in particular that is causing this, and if so any idea when it will be resolved?

Hi bcstlmo, I believe you’re going to want to use a field for this instead. If you just add a dropdown object to the screen, the data entered into the dropdown is not saved with the record. You can add a dropdown field to a work order by adding the field to your Activity table under Customize > Tables / Fields. Once you’ve added ...

It's a dropdown object I added. The may be actions on the DD clearing the value but I've tried a lot of different settings and combinations and am stuck. I'd love some advice.

Hi bcstlmo, Is this a dropdown field that you added to your Activity table or just a dropdown object? Are there any actions on the dropdown that could be clearing the value? Audisho