Method Community

Andy, Glad to hear everything is running now.  Let us know if the issue persists. - Adam

This email came in from Beth:  Is there a way to customize the customer screen so that the company name shows up first in bold rather than the contact? Beth, What you would have to do is change the SQL override in the CustomerList screen.  Edit the grid and click advanced for the Contact/Customer/Company field. ...

Andy, Your RAM is still a little low for a Server 2008 Datacenter setup, but it does meet the minimum.  Are you sure its entirely the Method engine taking up 100% of the resources, or are 100% of the resources being used when its running/syncing?  Have you tried shutting down the Method engine and just running Quickbooks?  How ...

Andy, Your initial settings were definitely low.  Which version of QB are you using? What OS and other processes are running? - Adam

Dave, Through customization, you can have customers view and edit work orders through the portal.  There might be quite a bit of customization involved, as you would probably want to filter out options and selections to control what the customer can view and select when adding a work order.  We have ...

Hi, The simplest way would be to change the filter on the calendar.  If you select change next to Assigned To, you can select the user that was assigned a particular work order (you can select as many usres as you want here).  This can not be set  to default when it loads, that would have to be done by customization. ...

Tom, To add to the above.  Can you look and see whether the activities are occurences or part of a series (recurring) and toggle the filter by view on the grid between the two?  The total activities on the dashboard include both occurrences and series in the total.  The user may only have one or the other that are ...

Tom, Is this in the CRM of Method, or an integrated app like Field Services?  Also, if you could let me know the type of activity (if there's a common one)? - Adam

John, Did you hit refresh on the dashboard?  On my account, that's what I did and the WO populated. - Adam

Shane, If you click the Select link (you should see one on the left hand side of the grid), that will populate the text fields with that record.  You can then edit and save the changes. - Adam