Method Community

I am trying to add a dropdown when building sales order so that the sales reps can choose from a list of Contacts from the company. I have looked around at the forums and thought I knew how to properly do this but it is not working out as planned. I went to the SalesOrder table and added a dropdown field called ContactRecordID and ...

I'm trying to keep these items from popping up when generating new quote/workorder/invoice.  Please advise.

I just tried that, but it still shows the deleted items/inactive items.

Hi Don, The corresponding stock screens already contain filters for this. They are located under the Advanced Properties of the Item field on the grid. Here is the advanced properties for the Item field on the EstimateLine grid on the Estimates screen. I hope this helps. -Audisho

When creating quotes/workorders/invoices, how can we prevent inactive items from popping up in the item list?  This has been an issue.  Thank you.

Here is a list of the pages on my account I want to transfer. These are the names they are called in my account (thesolarguys). Thanks FieldService_AddEditWorkOrder(BETA2) FieldService_AddEditWorkOrder(HuperBETA3) FieldService_Appointments FieldService_Calendar(BETA) FieldService_Calendar(Huper ...

Hi thesolarguys, Can you provide me with a full list of the screens that throw this error when copying? I’ll have to investigate if it is possible for us to “detach” the screen from the app, allowing you to copy it to Method. -Audisho

Hi Jonathan, Actually, EntityType has the following values: Customer, Customer Lead, Vendor, Employee & Other Name. With the exception of Customer Lead, this field is used by both QuickBooks and Method to distinguish between entity types, Customer Lead being Method only. It is used to organize and control what is available to each. I ...

Sorry, i spoke to soon, I think I see how to do it. I will see what I can do and get back with you if I need further assistance. Thanks again man!

Okay, I think I understand. The series for the 5,872 activities is not within the table I exported, I scrolled all the way through and did not see them. So how exactly can I get Method to export my remaining activities?