Method Community

[quote user="Blake C"]Something that will allow login, but direct users to a screen with a message about the temporary down time?[/quote] In short, no but what you could do is temporarily disable their login from the Customize > Users screen under Edit for the user you want to disable. Click the Login is Active checkbox ...

[quote user="dottie"]I would like to create a job completion option, within each job entry in the customer list.[/quote] No need - we actually have this information already.  If you look on the edit customer screen under the payment & job info tab you'll be able to access the job status info.  This does not ...

[quote user="VLocke"]I don't see the tab, tables or any signs of the application[/quote] If Field Services is on your account you should see a tab group for Field Service Operations to the left of your username at the top righthand side of your Method page.  If Method Field Services is (active) and you're still not seeing ...

Warren_nickus, No you cannot. However there is a workaround. From page 31 of the api documentation (located at http://www.methodintegration.com/self-service-documentation.aspx), strAttachment is "the url of an attachment". Also note this field is not required and can have an empty string passed in. What you can do is use the ...

Mark – Welcome to our forums 1. What is the easiest way of setting a reminder to call back a customer and allocating to a user - i was expecting to be able to right click or ser within estimate. The easiest way to set up a reminder to call back a customer is an option with our Activity Screen called Schedule a Follow-up. Once the option ...

@KieranD - Really the web forms were designed so that they would go on any server, on any site.  They use just simple basic HTML, Javascript, CSS and form posts.  It's like 1995 all over again, and the web as we know it has just been born!!  That was the challenge for us - we didn't want it to matter whether your site was on ...

Hi Rolf, Before we explore this post, it is probably best if you are made aware of the Entity table in Method. The Entity table is a special table that is made up of the Customer, Vendor, Employee and Other Name tables merging them all into one table. Now, this means any fields you add to those individual tables will also appear in our Entity ...

Hi You can create a quick screen with a single grid object.  The grid object should contain the columns for Name,  Email, Portal Username, and Portal Password.  If there is data in the portal username and portal password fields the customer has registered. You can find info about login activity in the UsersSignInLog table. Hint: ...

Hi Peet, The reason why your "from" field is disabled and set to "donotreply@methodintegration.com" is because you haven't setup your own SMTP server. Quick tutorial on on doing that can be found here http://www.methodintegration.com/cs/forums/p/93/757.aspx Once your SMTP server is ready, you will be able to change the ...

Hi s.white, If you get an error "The URL from which web form was submitted is not within a selected refferer list." it usually means that someone downloaded your web form and tried to submit faulty values to your web form.  In order for the web forms to be a bit more user friendly, we include the actual URL from which web form ...