Method Community

Thanks for the input John.   - Adam

Hi Andy, Those areas in the item screen are left over from the old Method Warehouse app, which has been legacied and we no longer support. You would need the Method Warehouse app to use those fields.  Since it has been discontinued, unless you already have it installed, there is no way to access it. - Adam

Hi, Are you using Chrome?  What happens when you resize the window, do the tabs return properly? Adam

Hi Jennifer, This really depends on how you wish to approach this.  If you were to import each lead, several thousand a year, and few of which become actual leads then you may have thousands of dead leads in Method.  You can certainly do this, then possibly design a screen to 'purge' the list once in awhile. The bigger concern ...

Marcelo, Since you have your equipment already in Method as fixed assets, instead of using the equipment field, you can customize the grid on the Add/Edit Work Order screen to allow you to select a fixed asset for that job item. You would have to add the field to the ActivityJobItem table as a dropdown linked to the item table.  You can then ...

Hi Marcelo, If your goal is to assign equipment to a work order, our stock screen has this option.  When you go to Add/Edit Work Order - Tasks and Materials tab, if you click the gear on the bottom right corner, you can set the grid to show equipment.  This will add a dropdown field to the grid where you can set the equipment for the ...

Andy, I haven't heard of any issues specifically with 64 bit servers. So you're able to perform a full sync? Could there be something in the network/firewall that is preventing Method PUSH from staying connected? Here is a forum post where Danny discusses the challenges that were involved in getting Right Networks and Insyq setup as ...

Hi Marcelo, How do you want to filter the report? Can you provide an example of what you are looking to do?  It is generally better to use Method to filter the report.  There is a filter section on the Generate Report action that you can use to filter based on the criteria you need. - Adam

Hi Andy, Method server installations can be really tricky.  I would go over these two acticles in our Help Center for some ideas on what you may need to look for to troubleshoot. Method Server Installations Sync Engine Troubleshooting We also have 5 IP addresses that may need to be opened ...

Marcelo, In my example they do, but that can be edited in the grid.  You will need a date to create the work order but it won't have to be the exact date. This is needed because it is a required field in the table.  You cannot create the work order without it. Using the project, you can set the occurrences to a status of ...