Method Community

Marcelo, If you're converting work orders to invoices, you'll need to also adjust the FieldService_CreateInvoices screen. This screen is the one that pops up when you select "Create Invoice..." from the Add/Edit Work Order screen.  In this screen, you'll see the option to "Fill all invoice details? (slower)". ...

Marcelo, Please refer to the previous forum post here. Thanks, - Adam

Hi Craig, Unfortunately, there isn't a way to do this. While Method has more fields, the Google Calendar only has a set number for us to work with.  To get a full rundown of how the Method fields are synced over, please see our Google Calendar Help Center article. If you click the link, you'll see that we actually include ...

Hi rezibtutsanai, You'll run into an issue with the way you have this setup. That being that you will not be able to find the role of the user. Unfortunately, Method does not actually store the user's role in a table. If you were to export the Users table, you will see that the Roles field actually contains tabgroups. Previously, Roles ...

Thanks I did what you said and works when I create the invoices from the invoice screen, but I create all my invoices from the work order list, existing work orders tab, what do I have to change??

I created a "notes" field for my vendor information screen. I did this once before for another client. I was quite surprised to find out that anything that I typed in my text box (this was definitely not a label, I dropped it in from "add objects" repeated in every record. I know this is not supposed to work this way. The notes ...

Thanks Adam!! I was able to "add new" and a list item called "test". It has been all down hill from here, I can't delete my "test" item, I cannot add anything new...I receive this error message: InsertRecordIntoTable Failed: You are trying to insert duplicate data into the field: ReportingTo, of the table: idx. ...

Hi, I'm trying to insert records from one table into another and I keep receiving an error that the column 'ServerTimeModified' is invalid. This is not a field name in these tables so it sounds like a bug in the system. Here is the error: FROM actInsertRecordsIntoTable - ...

Hi gbghartley, Q 1. How can I include an image in a report?  For example, the vendor headshot photo for each vendor? A - Yes, this is definitely possible.  I just did a quick test with this, first I customized my VendorList screen, I added the "Profile Pic" field to my screen, this helped so I could quickly upload some ...

Hi John, I commented on the other post about this. Glad to hear everything is back now. I checked with the team and they weren't aware of anything going on with the servers. Not sure what might have caused that.  Please let us know if this happens again. - Adam