Method Community

Greetings, 1. Do you have Schedual and invoicing? I do and i can change all my work orders to completed with one button click.  Re configure the button on that screen to accpet all activities and you would be set. 2. The other option is to create a simple grid from the activities table and make the grid so you can edit it. ...

Greetings, It looks like method cant get the Quanity On Hand from quickbooks online. Is this a quickbooks issue?   John M

Jpauletti, I came up with a idea becasue I am having the same issue. Look in the method forum under digital signature idea. Take care, John M

Greetings everyone. Been looking for a idea to capture a signature while out in the field.  Not alot things are out there but i did come up with a idea and I thought i would share this. The issue: A national co wanted to know the date, time and job discription and signature of the property manager for their records. They wanted to make sure ...

Greetings, I need to track a signature for a customer that I service.   Any ideas how this could be done from a workorder on mobile? I was looking at a field that i could maybe write somthing in it. Not sure if the picture or text field can do that. Thanks, John M

whats your email address? John M

Greetings I use to have 2 users that can login.  Now i reduced this to one user.  I went to the following screen  Method>Customize>Users  then unchecked the User can sign in.   I then went into Method>customize>My account> then clicked on the user section. then i went from 2 users to 1 user then ...

This is what I would do. We know that Method is transfering the sales order number to the invoice.   Knowing that, tweak the action that transfers that SO# to a field in the invoice. When that numer transfers to the invoice make that sales order number a GOTO link.  This way when the cusomer calls in about a invoice the ...

How about creating a grid with your fields you want to show.?  From there you can narrow it down from customer, then invoice number.   The other thing that could be happening is qbo might not allow method to get the data you need.  Not sure but somone from method will know. Just a idea. 

Greetings, I dont work for method but when i programmed reports I remember that error message.  At that point i started using Chrome.  From then on i did not get any messages like that.  Is the IE upto date? Hope this helps. John M