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 Wildliferemoval, I just wanted to give you a heads up that I removed the email and portal link you provided in your last post.  I am sure there is nothing wrong with putting it there, but we try not to leave any account specific info in the forums.   I did however copy the details to my own computer, and I will take a quick peek to ...

Hi Ben, Thanks for the reply. I have tried what you suggested and when I viewed the contacts portal from inside my method account, everything looked correct but when I would log to the contact portal with my dummy account to test it, nothing had changed. I tried many different things to find out why with no success. There are only 2 ...

I have been watching several webinars and reading on how to add table and fields. I still don't under stand how to add the customers equipment list to the field list in report designer. Or linking fields to table. Do you link from the customer equipment field to the activity field or vise versa.and the process.

We talked to support and they said to post here with the relevant bits, so here goes:  I'm testing calls to the API to update a record using MethodAPIUpdate V2. This is the request (anonymized): account login password NovaEventsVendors Vendor Vendor_RecordID Unassigned 5501 1042 This is what comes back: ...

Hello,     You can create a field to store hyperlinks that you can use to have hyperlinks to websites.  The field will have a button beside the URL to click and it will take you to a webpage.       Here is how you can do it.  You will need to have copied the screen (Here it would be ...

Hello Method, I have the below message error: object(stdClass)#2 (2) {   ["MethodAPISelect_XMLResult"]=>   string(104) "Login Failed: If you have attempted to log in several times, please wait 10 Minutes before trying again."   ["xmlReturnedDataSet"]=>   string(0) ...

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

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Vendor List Fixed (#1512) - Removed Save and Delete since we currently do not support modifying or deleting Vendors. (QBO) Employee List Fixed (#1502) - Removed Save and ...

I have a date field on one of my screens and I'd like to set the default date to January 1st of the current year. I know how to take the date from the current session and put this into an action result but how do I reflect that in the field? Do I need to specifically populate in on screen load with an action? Or can this action result be ...