Method Community

Not sure where you were replicating them, but when I hit the sync now button, I got an error.  Anyway, Just called greg at tech support.  Turned out to be that my employee needed to sign in to method with google ID.  Once I did this, M was able to sync the calendar.  Greg said that was from a security update that was pushed ...

How can I filter a report tio show the date range in the existing work orders grid from the generatr report action filter?

Hi Andrew, I have replicated your actions without seeing any syncing/updating issues. You can check the Google Calendar sync status by clicking on your username >  My Profile > Google Calendar. Ensure the 'Enable Syncing with Google Calendar' box is checked and refer to the 'Last sync' timestamp. Click ...

I am trying to filter a report using the conditioner editor, but not working for me. I only want to show activity status completed I am setting it to be visible, if awser is yes , then show it (activity status)==Completed What am I doing wrong?

Hello DavidK, First of all,I apologize for the inconvenience. I am going to create a support case for you and our support team will reach out to you as soon as they can. We appreciate your patience. Have a great day! -Inder

Noel,  It worked, thanks so much!

I created a new tab "update selected work orders" next to the "Activities and Work Orders" tab in the Field Service Customer screen. The idea is to be able to update several Job Setups at once (work orders series recurrence type) So far I got the "change status" and "change assing to" working, but I am ...

Google calendar is no longer syncing as of September 29 (I think that coincides with the day we had the crash and workaround)  Says the credentials for this connection with Google have expired or been revoked.  

Hi Wentsi, Try following my instructions below and let me know how it goes. I have tested the same on the stock Customer List screen with success. Click Edit to enter the Grid Wizard for Contacts and go to Step 3:Filters. Ensure 'Choose or create a View Name' is set to your default view - this is Shared Active Customer ...

Hello Jim, No, you are not missing anything. This is how the stock screen is configured where it does not allow you to add any comments in the follow up section. The reason behind this is once you set up the follow up, and if you click on the follow up activity, you can see the previous notes of the existing activities. Here is the link to the ...