Method Community

Hi Suzanne, You should be able to adjust it when you upload the image.  Here is a screen of how that should look: - Adam

WaveTec, I think you'd be much better off using the Generate Report action to filter the report.  Method gathers all of the data before getting the template from the designer and generating the report. For this reason, it is best to use Method for all of your filtering.  You could build a selection list in the "Filter ...

Kyle, You can still assign estimate numbers after inputting the line items if you wish.  However, if they do end up syncing with Quickbooks, the number will not be overwritten. The reason your Lead synced over to Quickbooks was because you unchecked "Wait for sync approval".  By unchecking this, you allowed the estimate to ...

Hi Kyle, You are correct.  Estimate number, by default at least, will be set by Quickbooks.  Method has a setting under the Quickbooks tab > Syncronize that allows  Method to set numbering on estimates, invoices, sales orders and the like.  Can you check your settings and see if this is checked or not? If this is ...

Bryan, I was advised of a better way, using the grid to see what you're going to delete.  With my original way, if you made a slight mistake, you could delete activities you didn't intend to.  Not something we want to do., obviously. With the grid, also include the Activity Type so you can filter by work order.  You can ...

Bryan,  You can create a screen with this button or add the button to an existing screen. I did a quick test of this where I created a screen with a grid (of the activities), one field (to input the job I want to delete) and a button.  The actions on the button when clicked looped through the activity table, and found all activities ...

Hi Bryan, Not anything simple.  You could create a button that would loop through the table and delete the activities.  That would probably be your best bet. I found out a few things about this. Is it possible that these activities were opened at some point prior to deleting the series?  If so, then the connection to the ...

Bryan, I noticed a few things while trying this out on different screens.  The stock CRM Activity screen seems to delete all of the occurences when deleting the series.  However, on Field Services it does not. I'll put in a ticket with the team for this one.  Was that the screen you were using?  The work around I ...

Hi Bryan, If you edit the series, you should see all of the occurences listed in a grid.  You can then select all of them and delete the occurences.  Then you can delete the series. Depending on the area you are in, the design may be different, but the function should be the same. - Adam

One more thing.  The screen is built off of the Customer table and not the Contacts table.  The two fields with the data missing, are they in Contacts or Customer? - Adam