Method Community

The following App updates are now live for users of Method.  Estimates App Corrected issue whereby estimates displayed as 'undefined' within App Ribbons (Ticket AS-838) Cheers, Jonathan

Hi Blake, Sorry that it took so long for me to respond back to this. I was informed by our development team that this line break functionality is actually done by design and I wanted to see if I could come up with a workaround. I did some testing and it appears that different elements in Method will display the line break differently. I did come ...

I thought that is what i needed to do. Here is the work flow I want to create. Create new lead. Lead is converted to a customer. Customer information and associated work order is entered. Work order could be roofing material, labor, guttering, repair work order. The work orders are then merged to a template that is easy to read and ...

Hi Stephen, Why are you trying to create a custom screen? Could you not use an estimate, sales order, invoice or work order for this? If you can explain the workflow that you’re trying to create, I’ll do my best to make some suggestions on how to accomplish this. -Audisho

Hi Mahlon, Thanks for bringing this to our attention. It looks like when you only change the case of the Name, an update to the FullName field is not being triggered. I have created a ticket for the development team to investigate and will post back once this is resolved. In the mean time, you can force it to update by adding any character to ...

I am wanting to know how to create a new tab called Roofing.  Under that new tab, i want to be able to enter data into fields. This screen needs to be linked to a customer. Each time i click on this roofing tab i want to be able to either create a new roofing order or lookup previous orders by customer.  I know how ...

How can I get Full Name to Update when a correction is made to the Name field?

Thank you Audisho, I double-checked everything and even deleted the test customer and recreated it, with a different email address that was never in the system before - it is still not working. I'll call tomorrow to get that fixed. CDvin

Hi cdvin, Please verify that the contact you are using to test the portal has a valid email address. Also verify that no other contacts in your Method account contain this email address. The email must be unique for the registration to work. Otherwise, I’m not sure what could be causing this. If you’re unable to get this working, ...