Method Community

Hi melpied, I’m not sure about your custom route list, but the stock one includes the date that the work order is scheduled for each work order on the list. The current date isn’t included anywhere on this. Perhaps you could post a screen shot of your route list so I have a better idea of the layout. I may be able to give you some ...

Hi Mahlon, I’ve located an error email with this reference, but it doesn’t provide me with enough detail to know what the problem is. I’m going to need to perform some additional testing and may end up having to create a ticket. You have a few options here with how to proceed. 1) Post back with the name of the screen and make ...

Error Reference 6780-0856-0125 This seems to be happening when I add a condiional statement to check whether Job of Customer is a Lead. Then all the actions of the screen corrupt.

I have another question about report designer. I would like to create a report to print certain paid invoice lines and group by customer.  I can get to the invoice lines but I don't know how to filter just the invoice paid items with a certain word in the item name.  Then, I can't see how to call up that report in ...

I have a custom route list and when i print it, it has the current date on it. I need to change this to a future date. I print the work orders out the day before we use them. So it is getting confusing since it prints the wrong date that the work needs to be done. Ant help would be apperciated! 

Hi Mahlon, Your attached screen shot is broken. Can you fix it and post back or reply back with the full error message? Thanks, -Audisho

I have a situation where I am using jobs in QB. I copied the new contact screen and called it New Job.  I made some modifications to accommodate the workflow for adding a new job. While adding some actions to the Job of Customer drop down window I got this error message. I am under some time constraints. Can you please let me know ...

Hi scottaskinosie, You can use a simple Delete Record From Table action to remove all activities. I hope this helps. -Audisho

Hey again Audisho, I have one more quick question. I have everything in place and organized ready to migrate over but I am wondering, if something goes wrong, is there an easy way to delete all of my activities and start over? I have my backup of what I want to keep just in case that happens but I wanted to make sure that there is a way to ...

Hi mmcbride, It’s actually possible to perform some very minor customization to your transaction screens to include this yourself. You just need to add the LineOrder field to the line items grid on these screens. When adding new line(s), just give its LineOrder the value of where you want it to appear minus 1. For example, if you ...