Method Community

Hi Guy, Here's what I am envisioning... You can filter the equipment dropdown based on the customer for the work order.  This will give you all of his equipment. To do this, first assign the Customer of the work order to a SharedResult. You will use this SharedResult to filter the Equipment dropdown in the Job Details screen.  My ...

Hi Lance, Unfortunately, I don't have a release date for you. There will be lots of public information available when it gets released.  Our Blog and Twitter are good places for this type of information. - Adam

Hi John, Sorry for the late reply. This must have got lost in the crowd. Contact is not a subset of Entity.  The Contacts table is a Method only table.  It has linked fields from the Entity table, but they are separate fields.  The Contacts table hold all of your contacts and does not sync to QuickBooks. Hope this helps, - ...

Hi Mahlon, Sorry for the late reply. This is indeed an SDK limitation.  You can read about it here: Group Items SDK Limitation. - Adam

Hi Mike, I have a different approach for you.  Our "Refresh Grid" action has an option to clear checkboxes.  Can you use that action at the end of the button or action set?  This way, once everything is completed, the grid will refresh and clear all of the checkboxes. Hope this helps, - Adam

Hi lxavier49, On which screen are you trying to view the documents?  Below is a screenshot of the Edit lead screen.  If you were to click on the preview in the Document column, the file should load. - Adam

Great to hear! - Adam

Hi Wildliferemoval, The reason this happens is because work orders are setup by default to only show in the Field Servies app, and are meant for the customer and not the contact. So when you view them in the Activity screen in the CRM, where a contact is required, you get what you are seeing. You can however add the contact to the work ...

Hi John, We're working on this.  I'll let you know when I learn more. - Adam

Hi Bryan, The server was down briefly yesterday, but came back within a half hour.  Everything should be cleared up now. - Adam