Method Community

Hi and welcome to the forums, Can you tell me what table your contracts screen is based off of?  Also, how do you mean you want to mimic the activity screen exactly?  Do you mean the Go to link that takes you to the activity, so you'd want a link that takes you to the customer screen? - Adam

Bill sent this in via email: Hi Adam, Adding the field is not a problem. Getting them to auto fill with the information is the questions.  Does this program have the ability to auto fill in the address and phone numbers of the client on a work order? Or does that information have to be added manually Bill Bill,  This ...

The app was removed at the request of the developer.  We do have plans to integrate with Constant Contact but we don't have an ETA at this point. - Adam

Blake, I'm not aware of any rules.  It is always a best practice to publish a screen after making any changes. - Adam edit - Blake, there are errors that can occur by not publishing.  Always publish your screens when making changes.

Are you referring to the Add/Edit Work order screen?  Those fields should be available to drag and drop onto the screen. - Adam

Fran, This is currently a limitation within Gmail.  Any gadgets that are used in the Gmail user interface cannot be displayed when creating an outgoing email.  If Gmail ever adds support for this, then Method will support it as well. - Adam

Hi Mike, Sorry for the delay.  Can you tell me whether this is Desktop or QBO version, and also if you're in Field Services, Scheduling & Invoicing or CRM?  I'd like to see I can recreate this on my end. Thanks - Adam edit - Also, could outline the steps you took and which calendar?  I haven't been able ...

Dottie, From what you have described,  my guess is that it sounds like you may have deleted the screen before you removed all of the links to it.  To go forward with this, it may be best to book paid support to look into this issue.  We can continue to try and diagnose the issue through the forums as best we can, but ...

Hi Karen, I'm sorry to hear you're getting frustrated.  The Report Designer is actually developed by DevExpress.  They have documentation here and a Support site that you can check out.  Perhaps the support site at DevExpress can shed some light.  I'll also ask the team here if they've run into these ...

Shane,  If the last uploaded place was SmartVault, the document will be uploaded to SmartVault via the gadget.  If the last place was Method, the gadget will upload to Method.  I'll update this thread when the feature is added. - Adam