Method Community

Hi Noel, Thank you for getting back to me. I didn't realize the company info was being pulled directly from QB. I don't have access/visibility over QB; at this point I work only directly in Method. I have already requested the appropriate person to update the info in QB. As for the logo, I will check out the ...

Hello, I'm trying to write a new e-mail template with a link to the customer portal.  It doesn't seem to be working.  Does anybody have any suggestions with setting up the e-mail template with the portal login weblink?

Hello InstaDRY, You could use the Start/End Loop Through Table action to loop through the Time Tracking table and retrieve your tech's time data. By then applying a math calculation using this data you can generate a percentage field for each tech on the work order. Hope this helps, Noel

Is there any way to import an estimate template from QB?

Hi wildliferemoval, You can add the TargetAnimal field as a dropdown field to the Activity Table. You could then utilize the Update Field in Table action on text change for Target Animal selection on the Work Order screen. This action can be used to update the Target Animal field in the Customer ...

Is there any way to set a default view to pull up the multiple users in the calendar?  just trying to make it easy to jump into the calendar and automatically see everyone's schedule.  Thanks.

I'm having issues with the inputting names into the e-mails.  I did exactly with the steps provided in the template of: Type in your merge fields in a TableName.FieldName format.  So if you wanted to have an email start with "Dear Bob," you would type in "Dear Customer.FirstName,".   If you ...

Hi wildliferemoval, How do you define the last day you were at the job? If you click Save on the Work Order or update the status to Complete to define it, you can add the Update Field In Table action at this point and have it insert the date in to a 'Last Work Order' field in the Customer ...

The API provides the ability to Create, Read, Update and Delete on every table and field that run time screens have access to. As the calendar is based on the Activity table, you will be able to create, read, update and delete calendar appointments by using the appropriate API call on the records in that table.

Hello Matt, Can you provide me some steps to reproduce it on my end. What kind of report you are trying to generate? If you can give me more details on that I can definitely look into that provide resolution for the same. -Inder