Method Community

Hi Tom, If you are referring to the Time Tracking entry we can automatically create time tracking entries for those completed work orders as long as we have a duration of time, or Start and End Times. - with customizations. We have our pay as you go plan to help with this set up. Let me know if you are interested in more info so I can send ...

Hi Blake, By default all users have records set to be "shared". If you prefer to have each user see their own assigned records, go to the "Customize" tab > Users > select a user on the list > "Edit" > go to steps 7 of 10 and instead of "Shares all Records", uncheck that option and define if ...

Hi Don, You will see this error message when the record you are trying to enter has the exact matching Name to one already in your account. The "Name" helps identify a particular record in your account and because it is/eventually will sync to QuickBooks, we follow QuickBooks' rules and require it to be unique. To fix the error ...

Hi Paul, Unfortunately at this time our action tool does not have the ability to copy screens between apps. We are working on alternative solutions in the mean time to see if we can offer a work around and can share updates here when they are available. Regards, Phuong

Hi Garrett, I had shared the answer with you over email but to make that available here in the forum community too, the answer to your request requires customizations if we wanted to alter the barriers between the different files within a multi-tenant environment. I am including our multi-tenancy help article here for anyone ...

Hi TomH, A work order shows up on the Assign To user's calendar because a work order is an activity with a single Assign-To field. To achieve what you mentioned (the ability to assign a work order to a crew Leader and have that work order visible on the crew member's calendar too), you can customize your account in a ...

Hi Mahlon, In Method:New to find the "Delete from Method" option, please follow the steps below: go to Gear > Preferences > Quickbooks > "Sync Conflicts" > "View Sync Conflicts" > select all the conflicts you want to delete and at the bottom of the screen will be the option "Delete from ...

Hi Gpeak, The "duplicate records" you are referring to are Activity notifcations that are based off of the Web form linking back to the Opportunity and Activity tables. When your potential customers submits a web form, an Opportunity is created with the Activity type "Web Comment" to indicate/alert how they reached out ...