Method Community

Dan,  Thank you for your forum post.  In the customize tab select the Tables/Fields tab link and find the Opportunity table. In the Opportunity table, where the field was added, if you dont wish the 'Name' (Opportunity Name) field to be required you can un-check it there.  If you havent added pre-defined values in ...

Logworks.  Thank you for your forum post.  To rename the opt out link I would recommend the below steps.  1. Open up the EMAIL TEMPLATES tab link under your HOME tab. 2. Find and open the template that needs to be changed.  3. Locate in the body of the email where the link to the URL is and then ...

The NOW() value is one hour late on all reports generated on all our computers in all our browsers.  I suspect there is an account wide Time Zone issue.  Where is the Time Zone used in reports controlled from?  We are in Virginia.  Where is the report server time-zone-wise?  I even tried it at home and it was ...

Hello Robert,     We had spoken off the forum posts and look at the problem.  There is a restriction that does not allow fields to be added to the transaction table. This is why you were getting the errors.  The answer will have to be going from the customer table or a child-transaction table.     Your ...

Hello Robert,    I checked and the report server is on the correct time.  It's running smoothly.  Can you try a different browser when generating the reports?  You can even try a different computer.  It may be a setting on the computer or browser that is affecting the Now() and Today() function. Greg

So, when generating an invoice from line items put into a work order, the sales tax does not populate. Even when I note that an item should have Tax by checking the box, it doesnt' calculate it and just keeps the original price. I currently have to then open the same estimate in quickbooks, and add sales tax to the items in order to get ...

Please fix the system clock for the report engine. It's an hour behind!!!  It's fine in Method screens.

So I currently have a situation where my technicians are scheduled wth blank work orders via the scheduling and invoicing add on. Because they do not know the extent of the job before they go to it to assess it, they need to be able to enter the estimate items into the work order, then generate an invoice from the same, so that they can collect a ...

Don't know if you guys are going to work on the Google gadget at all but I have a request.  When you auto-fill a date on an emal, it should be the date the email is sent, not when I'm reading it.  As it is I'm always having to change the date/time, since I don't always read email the minute it comes in. Thanks!

The consulting team appears to be backed up, and we’re looking for some pretty high-level customization… well, essentially, wrapping up some customizations that I’ve been working on in the background for the greater part of the last twelve months. Coming to a point where we just need to get it done, and I do not have the time ...