Method Community

scottaskinosie, Yes, sorry I wasn't sure to expand on the screenshot part.  If you want, you could upload your image to a photo bank website, I use Imgur.com, however there are many out there.  These sites will provide you with a link to the image, then you would use the icon you were attempting earlier, now you would add this ...

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)". ...

Hi Michael, I sent you an email about this topic a couple of days ago, if you didn't receive it, but are following this post, could you please get in touch with us?  You can either send me a private email here with your contact info, or give me a call, my contact information is in my signature. I have discussed this further with my ...

First let me expand on previous post: If you don't setup your own Default Email Preferences in Method, you do have a limited amount of emails that can be sent which I believe is 500. But if you setup your own email account to send the messages through, i.e. Gmail, then there is no limit imposed by Method. From what I understand you will be ...

Thanks for trying that out. The exact error we're getting is "xm002 NO [NONEXISTENT] Unknown Mailbox: [Gmail]/All Mail (Failure)" The gadget is hitting your All Mail folder and requesting details of the email you are on, so that it can pull out the names of attachments. And in response, it's getting back that the mail box ...

Exactly what I was looking for... now to figure out how to get this email editing tab into my Invoice/PO/SO screens. I'll start messing around with it and see what I can do. Come to think of it, I guess it may make sense to copy the info from my invoice over to the activity screen, and make sure every email that is sent out is a new activity, ...

Andrea, Yes, if Joe tries to register and his email is listed multiple times that would cause an issue. The registration tries to find a match by email so it can update the fields for user name / pass to the appropriate person (record in table). The easiest solution is to have them contact your company so the user name / pass can be updated ...

And one more thing about list builder. I just sent out an embarrassing email to our customers. I had inserted the Customer.FirstName code and I thought that Method would eliminate that if the first name field was empty. But instead, it left it to look like "Customer.FirstName" if the first name field was empty.  So our customers ...

Matlow99, The screen you are looking for is called ContactsPortal_Transactions. If you go to Customize > Tabs do you see a Contacts Portal tab listed there? If so, can you click on Edit Tab Links you should see Recent Transactions as a Tab Link Name and it should open screen ContactsPortal_Transactions, if it's not listed add it and try ...

 Hi Gregory, You can check with your Customers if it's fine for me to send them emails while I test it out on my end. If they are fine with it, you can email me their email addresses so I can test it out further on my account. Otherwise, we can book paid consulting time to investigate this further. The reason being, I'm unable to ...