Method Community

I checked the active box and our company name is ****.  Go into the mobile sign in and look up the customer Smith, Kevin & Donna 10/14    and then go to the transactions tab.  You will see on the grid that it lists a payment, a sales receipt and an invoice.  It shows a total of all 3 of them.  I would like it to ...

From the work order list, I selected the "work orders to be renewed" filter, then I go to renew selected work orders and clicked on it. 1-the work orders are renewed but they still in the work orders to be renewed list, how do I know if the work orders were renewed, shoul't they be removed fron that list? 2-the due start and end ...

Hey sbonner, Currently we only have the Customization section of our Help Center and list of webinars as online resources for training on customization. If you'd like, you can book some time with a member of our Professional Services team for some training on more in-depth customization. If you're going to be ...

Hi Abbie, Please go to Customize > Users and ensure that the box under Active is checked for the MethodSupport user at the bottom of the screen. Once you've done that, send me an email by clicking the Contact button in the top-right corner of this post and let me know ...

Hi mholden, There's a few ways you can get the "main" contact: Attach your grid to the Customer table, it only contains the main contact's info Attach your grid to the Contacts table, then filter it to only show records with field SpecialType equal to "Contact" The action you're looking for ...

Hi Meghan, We're currently looking into this issue. It is a priority for us and we'll keep you posted as we progress toward resolution. - Justin

Hi Mahlon, This should be resolved. Let us know if that's not the case. - Justin

Furthermore, you'll want to add a Refresh Grid action for the OnScreenLoad event after the Override Filter By Active Record ID action. The rest of the screen will load before your OnScreenLoad actions are triggered, meaning your Work Order grid will load up before the default filtering is overridden. Adding ...

Hi InstaDRY, You'll likely want to create a custom Work Order screen for your Portal, similar to the ContactsPortalQBO_Transactions screen. The difference here being that you'll be working with Work Orders instead of Transactions. Here are some things to keep in mind: Base your custom screen off of the ...

I know this is an old thread, but I am trying to do the same, and when I make the dropdown field all I have to choose from is the ID number. How do I get around this so I can show the name to the user and link the fields?