Search results by user ID 5482

Re: Inserting line items in estimates and invoices

EricK3MS — Mon, 09 Jan 2012 13:06:07 GMT

Hey thank you very much, we thought it may have been but just wanted to be sure.

Inserting line items in estimates and invoices

EricK3MS — Fri, 06 Jan 2012 17:24:09 GMT

Good afternoon all,

We have a questions regarding estimates and invoices in Method. Is it possible to "insert" a line item? Sometimes when we are trying to create an estimate for a client they will ask for an additional product or service, and we need to add it in to a revised estimate. As it stands right now, we have to move everything down, or tack the item on at the end of the list, as opposed to adding it under a similar item.

Thank you all for any feedback!

Re: Calendar Statuses

EricK3MS — Fri, 06 Jan 2012 16:56:16 GMT

Thank you very much!!!!

Calendar Statuses

EricK3MS — Thu, 05 Jan 2012 21:57:34 GMT

Good afternoon all,

We are trying to modify the calendar statuses in Field Services to add additional ones with different colors (such as rescheduled, client cancelled etc.)

Does anyone know of any way to do this? We have poked around in the customization quite a bit but found nothing. Thank you!