Method Community

Hi wmcfall, For question 1: For the work order screen, you need to make sure that you set the filter to show “All occurrences”. That will show you all of the Work Orders that belong to all users.  In the calendar, you will be able to see all of the users that are assigned to the admin. To be able to do that, in the Calendar ...

Thanks for that, now the drop down is showing. My next issue is that every repetition of the same Sales Rep is showing up. So it won't just list "CT, KJD, SAM". It lists "CT, CT, CT, KJD, KJD, SAM, SAM, SAM, KJD, KJD, KJD.." and so forth. I'm guessing that I can use the filter step on the drop down edit screen to make ...

Hi guys, I found this thread cuz I had the same question as the OP. My followup question: but what about the "Sales Order", "Purchase Order", "Invoice", etc screens? The Sales Order screen has a section on the left side of the screen (with a grid for listing existing Sales Orders), and the remaining sections (with ...

Sam- It because you made the drop down read only, it doesn't have to be read only. You need to base the drop down off the SalesRep table using the Initial field. -Michael

Michael,   Thanks for the suggestion. I'm running into problems creating my drop down objects, however. I've created a drop down which I've stuck in the cell above my grid. Here's what I did in each step of the editing of that drop down: Step 1: I named the caption of this dropdown "Sales Rep", and changed it to ...

Hi Blake,  You can change the name of a report by clicking on the … beside the “Choose Template” dropdown in the “Send an Email” section when you create a new activity. In the “New/Edit Email Template” screen that comes up, you can select the template on the grid on the left which will then ...

We customized our invoice and now I have 4 versions. How do I find which one is active? Second thing is that my invoices show that there is tax (box is checked on reports) we are non taxable. this shows up in quickbooks online> how do i remove this auto chekmark?

Hi John, The reason that this is happening is because there are actions on the mobile work order screen that copy the items when you open up the screen.  These copied items will then appear within Field Services when you open up the work order there.    I hope that helps.  Ronen

Hi swm023,  The “Contacts” grid that you have there is based on the contacts table. The custom fields that you added are based on the customer table. In order to be able to see these fields, you will need to link them via the entity table.  If you are not able to see the other columns for the other grids, please note the ...

jallen- By any chance was someone accessing the customer associated with that estimate? I have seen cases where QuickBooks locks out a record because of that. If you click UnDelete does the conflict disappear? Or does it come back. Does this happen with any other kind of transaction? -Michael