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I've spoken with your Account Manager and he will be reaching out to you.
- Ashur
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Ashur,
I presume this is pulled from QuickBooks. Just looking for a way to edit this information from Method. Got a little wary when I couldn't find a default screen.
Many thanks.
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I think this is going to be beyond my comfort zone with Method, the actions on that screen are too complex. Can you get me in touch with a paid consultant to create the screen for me?
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Yes, it would be similar but not exactly the same.
- Ashur
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Adam,
is there any update on this?
Thanks.
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Hi Michael,
Do you use Waiting on someone else as the status for this type of job specifically?
Do you have other jobs where you don't use the Waiting on someone else as the status? If so then this will be more difficult and may require the assistance of a Consultant or Method Solution Provider. Also, are there any other differences with the ...
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FieldService_CopyWorkOrder is exactly what I am looking for, but for Estimates instead of work orders. Is that possible?
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Adam
Thanks for the ideas. These should help me get started.
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Shane,
There are a number of ways you could do this. Think the easiest would be to deny a role the ability to execute the action (delete invoice). Then you could assign the users a role that doesn't have permission to execute that role.
Another way could be to hide the button. Much like the first example, you ...
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Is it possible to create a button or click field with a password? I have certain fields like delete invoice that I need to be only one that can do so. Since the hide by user function not availaible yet was wondering if can make it where a password has to be entered before action will be taken when click.