Method Community

Hi Marcelo, The main difference is that when you delete a work order, it removes it from the system. Cancelling it leaves a record of it on the system. Deleted work orders are typically if you create a work order by mistake -- cancel is useful if, for instance, you have to cancel some day's work because of something business related, and need ...

Hi: I am new to method CRM. How do I use my existing work order layout, to print the same way when I print out a work order with method. If there is a manual that explans how to go about doing this please send me a link. Thanks Guy

I'm running into an issue with one of my dropdown fields in a grid.  In my Work Order Activities it has an option for Customer Equipment.  It will not filter the choices to just the current customer.  Instead its showing the entire table of equipment. When I go into the screen and review the grid, the dropdown will not allow a ...

Is there any differnce between deleting a work order vs changing the status to cancelled???

Great...thank you!

Hello Shelley,      You most likely took off a field on the screen that an action needed, either on OnScreenLoad or a button.  You can either go through the actions on your screen checking for fields that they require or you can add back any fields you took off the screen. - Greg

Do you have any info that I can read or any video on Job Costing

Thanks, Mark, I will be contacting you offline to get some details and quotes. Mahlon

Hi Kurt, There actually is no way in Method to change the ContactType value, this is a field in QuickBooks that we can read but not modify/edit in Method.  If this is for QuickBooks Desktop version, I can tell you that we sync with the main QuickBooks contact, which shows up as the "Primary Contact" in QuickBooks, which when ...

Hi Nancy, and welcome to our Forums, Q1: INactive customers - do they all come over with the first sync? - Yes, on your first sync, your inactive Customers should get synced over to Method.  If you don't see them from your Customers->Customers and Contacts List screen in Method, make sure you have selected the "view ...