Method Community

Hello Marcello11756, What kind of error did you receive while trying to fill the list with contacts? Can you provide me with the screenshot for the same? Also, if you can provide me more detail on what you were trying to do that would be really helpful. -Inder

Hello Shaber53, Can you please confirm, what kind of fields you added in the Customer table? Were they dropdown fields or other field types? Did you add those fields on the Screen?  If you can provide me that information. Did you import the data in those two fields with with Correct Field names.? You can have a look at the video ...

Hello Retrotel, If you can provide more information about what are you trying to achieve and which fileds you want to update and which table you are working. If you can expalin me your scenario, I can definitely try to help you achieve it. -Inder

Hello Robert, Here's my answer. Right now we do not have any email notification system which notifies you when sync is stopped. But you can always check in Method under Quickbooks tab> synchronize to see the ststus of your  last sync. Hope this helps. -Inder

Hello Robert, You need to customize your screen in order to have an attachment field. Currently the only way to attach a file to an outgoing email in Method is to create a screen based off the Document Library table, and even then it's a little tricky. There's no way to implement this on any screen that allows you to send email by ...

Hello Vince, You are right , you have to do three seperate imports into three separate tables, Basically the import /export tool allows you to extract all datat from tables in Method(export), and import records into any table that supports additons. I am quite confused about the second part of your question in which you mentioned whart are ...

Hello Wentsi, Basic Idea of Import is to import new data to existing fields or creating new fields and update data in those fields. The Import/export tool allows you to extract all data from tables in Method(export), and then import records into any table that supports additions. When you update any data into the existing field make sure you only ...

Hello Cheryl, I am glad that your issue is reoslved.  -Inder

Hello BVS, Here's my answer. You can definitely do that by using List Builder feature to easily generate a list of customers based on your criteria, and then send an email template with the appropriate information. But in order to use List Bulider, I would suggest that you use TAGS for the customer you  would like to ...

Hello Cheryl, Here's my answer. Work orders does not sync with quickbooks, you have to create an invoice of the work order in order to sync them with quickbooks. In regards to Estimates make sure that the Wait for Sync Approval is unchecked on the Field Service Center -> Estimate -> Add/Edit Estimate Screen, this will ensure that ...