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Hello Ivana, Company name, address fields and phone number are all being pulled from Quickbooks under Company -> Company Information. I have tested the SimpleInvoice by modifying this data and I see no issues with the report display or the data it is displaying. Have you customized the SimpleInvoice report previously or are you having ...

Hello Maureen, Here's my answer. One way to achieve what you're looking for would be to create a user such as Team 1, asssign that user the WO, and have each user load the calendar for the Team 1 user.  Another way would be to create a project and assign each user the exact same activity in the project. The point ...

Ok, Good to know.  I will keep an eye out for when that becomes available. Thanks Maureen

Is there a way for users to each have their own default filter views for screens? I have looked through all the help menus and forum, but can't seem to find where/how I would do this. I do understand where to set a default view, but then that view is everyone's default. Thanks

Hello Maureen, Yes, you are correct. Currently, Method:Beta does not include the Field Services pack. The only pack which is available for now is Customer Management for Quickbooks. With that being said, our development team is actively working on it and it should be available soon in Beta version. We appreciate your patience. -Inder

Even though I have multiple contacts, it always seems to default to the main contact for the company regardless of the opt out boxes. Is it possible to put in a request for the new Method to have a selection in areas we are going to be sending emails - whether it's just a standard email, estimate, invoice, etc?  Seems that would be ...

Noel's answer is correct but if you find yourself constantly changing who is Opted in or Out - another approach would require customization (which could be involved) but would get you more flexible results.   Add a listing of contacts for specific customer estimate is for. Choose who you want to email document to. Adjust email ...

I have customized my activities calendar so it shows work orders and I have the calendar syncing with each users google calendar.  I am now wondering, if two of the users are going to the same job on the same day, what would the best way for me to have that work order appointment show on both of their calendars? Is it possible to add a second ...

I went to the join up page, however I read on that page that the beta does not currently include field services, only the basic CRM features, is that correct?

Here is an idea for not having to deal with two lists.   For many of my Method clients, I have combined the Customerr/Lead Lists. This way they do not need to figure out what is what. On my screen, I added a field for "Contact" type, so its clear what type of "Name" you are dealing with.  With a joint table, ...