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  • Re: Grid Error Message

    Yes, I spoke with Shadi this morning and we could not reproduce the problem. To clarify, I added a custom field to the table, but never placed it on any screen. After changing my mind and removing the new custom field from the table, both the stock and custom screens gave an error message.
    Posted to Method:Classic General Q&A (Forum) by SMDC_Sam on 08-17-2016
  • Grid Error Message

    Hello all, We have encountered an odd error with the 'Invoices' grid. We were initially attempting to add a field for a Purchase Order number to our invoices before we realized that QuickBooks has that field and Method was just not showing it (a totally different issue, also very frustrating). We added the field to the table, but ...
    Posted to Method:Classic General Q&A (Forum) by SMDC_Sam on 08-15-2016
  • Re: Moving activities from old to new method account

    I'm sorry to reply to such an old thread, but I am attempting to do the same thing and am experiencing a different issue. I am "ActivityCompanyName" column. It defaults to "Do not import" and when I select "to existing field", ActivityCompanyName is not a choice in the dropdown menu. I've confirmed that the ...
    Posted to Method:Classic General Q&A (Forum) by SMDC_Sam on 05-09-2016
  • Grid link popup

    I am having a problem using a popup screen to enter information into a grid. We have customized the Work Order screen from Method Field Services to add a field for which months a recurring service item is supposed to be scheduled in. Many of our customers have a regular (e.g. monthly, quarterly) service call in which different services are done on ...
    Posted to Method:Classic General Q&A (Forum) by SMDC_Sam on 04-21-2016
  • Re: Field Services Calendar View

    I ended up creating one calendar with a static set of lead technicians, and another with the built-in filter enabled in order to view schedules for other employees. Thank you for all your help
    Posted to Method:Classic General Q&A (Forum) by SMDC_Sam on 04-19-2016
  • Re: Field Services Calendar View

    How would I go about filtering by a specific list of users? I am trying to make the default view our 6 lead technicians, and still have the option to view others as necessary.
    Posted to Method:Classic General Q&A (Forum) by SMDC_Sam on 04-15-2016
  • Field Services Calendar View

    Hello, I was wondering if anyone has found a workaround for an issue I'm experiencing. I'm trying to set multiple users to display by default in the calendar screen. According to the help center page it's only possible to set one user as default, but I wanted to see if anyone had found a way around this. We are a service company ...
    Posted to Method:Classic General Q&A (Forum) by SMDC_Sam on 04-12-2016
Page 1 of 1 (7 items)