Method Community

Hello thesolarguys,     This is a great question and idea for further development.   You are basically wondering on what day and time to best put a job to optimize your worker's day.  Currently, you have to book appointments on the same day and let the map do the optimization.  You may have an appointment ...

In our current customer database we have "all our Customer-related fields (last name, first name, etc), but we also have some Opportunity-related fields (i.e. "Opportunity Number" and "Opportunity Amounts", "Opportunity Date", etc.  I need to importa bunch of leads and customers. In addition to ...

I've added a field to the customer table called RegionCenter and want to be able to search on the field RegionCenter and BillAddressState in the "search existing leads & customers" screen.  I added the two fields to the area "search fields", added the two columns to the table grid and added the filter views for the ...

What would be the best way to go about the following. A customer calls in to book an appointment. I enter their address and hit a button. That button searches ahead and lists the closest jobs that we have scheduled in the future. I see that there is route optimization but it isn't really accomplishing my goal. You would have to ...

Hello Chris,     Sorry, I missed your post here.  I did have this question posed to me last month in this post.  In work orders, you are not choosing a contact to assign the work order to (that's for plain activities).  You actually select an Entity.  You need to put in the Entity's phone number (Phone ...

Hello Chris,      The map is currently not available in the mobile version of Method:CRM. You may be able to do it with some customization put it on the mobile screens but there will be issues with compatability and code. Your best bet is to look out for the new mobile version of Method:CRM the team is working on. Once it ...

Is there a way to access maps from a work order in the mobile version?   Chris

I am trying to update the work order report. I am using FieldService_Workorder_V3.  I need to add the customer name and phone. The fields Activity ContactName and Activity ContactPhoneNumber do not have data... What fields should I use. Thanks, Chris

Hello Tim,     The invoices, estimates and credit memos are children of the Transaction table.  For print templates, you can stay with the child tables because they have the unique fields for the transaction.     To set the default template for each transaction, click the More actions... button and select ...

So i go into my account settings to add SMTP settings ( from google apps for business) and try to send a test email. Nothing comes through on the test, but when I use a web to lead form it sends the lead notification as well as the following: "Dear account owner, recently you have setup web form RFQ– *mysite.com and have ...