Method Community

Is there any way we can change or add custom portal screens? I'd like to display work orders (activites) on my customer portals. Also, as of the last update, my logo isn't showing and I can not change it.

I used Scheduling and Invoicing as well. I decided to spend the time to build a custom app myself. It's not too difficult, the work orders are just Activities (filter them by type - work order). This actually worked to my benefit, as there were many things in the old work order screens that I didn't use. My new screens are (or will ...

Has there been any update on this issue? We'd really like to begin using the new web-to-lead forms but need to be able to customize them and we currently can't. Thanks!

If I try to add a picture field to a screen, I get an Oops error when loading or trying to do anything on the actual screen. Would be nice to have a field tech have the ability to upload a picture when the job is done. The concept and interface works great, but impossible to do with the errors.

Oh wow... it worked!! Amazing, thank you! We do snow removal. What I did was create a button that creates work orders for all of our snow removal customers for our plow run. As we never know exactly when we're going out, this way I can instantly create all the work orders for a large number of customers right before we leave for our run. ...

Hi John, Thanks for the reply, much appreciated. I've looked at these buttons, but I'm still missing something that I can't figure out. As I mentioned, I can create the work orders fine, but something is stopping me from inserting the (predetermined) job items. I figure it is to do with me trying to insert records into two different ...

I've created a button to automatically generate work orders for all customers of a certain class. This works great, however I can't get the action to insert job items into the work order that was just created. I've done this by: Looping through my customer list, looking for all the customers that are active Insert Record into the ...

Any ETA on Method New Field Services?

Just curious.. what would you use this for?

Yes! I was suprised when I couldn't add a custom screen to the snapshot or ribbon. I'm used to adding screens in method classic that I can easily access in the tabs.  We would either need the ability to modify the native app in some manners, or, like your default screens, create a copy that we can modify and have the ability to ...