Search results by user ID 5998

Re: How to? in method: New

krp2203 — Fri, 19 Dec 2014 06:07:02 GMT

Justin,

From my perspective, already the dashboard is cluttered and we haven't even added all the basics yet. My thought would be the ability to hide the infrequently used apps from view based on the user. For instance, In my day to day , I mainly do work orders, invoices and rely heavily on my google calendar for navigation and information from jobsite to jobsite on my phone and a netbook ( side note, I don't really see the need for both work orders and invoices. Why do I need to see a work order filled with all the information I need and then turn that into another almost identical entity called an invoice? They should be two sides to tha same coin. Interchangeable) So my dashboard upon signing in should reflect what I need the most but still give me access to the other apps if needed. Conversely, my assistant uses activities and the calendar to set up appointments for me so she would have a completely different dashboard than me based on what she uses daily. I have suggested to Jason in the past that it might be a good idea for you guys to take a look at the work MHelpdesk is doing, Aesthetically and functionally their product is very intriguing with its user friendly workflow. I might have jumped ship already if not for your limitless customization. Thats a real plus in your column. (not to mention the fact I'm significantly invested in customization to date)

P.S.

1) We send customer emails (appointment reminder, deposit needed etc.) for appointments from the activities screen in classic, I dont see a way to do this from NEW.

2) Also, the customers details cant be seen from the new activity screen, address, phone etc. I can edit the screen i'm sure but it seems like it should be a given that you would need that info when setting up an activity?

Thanks

Ken

How to? in method: New

krp2203 — Thu, 18 Dec 2014 14:01:03 GMT

Good morning all, I would like to start using Method:New more but it seems to still be missing many if the things I use daily. Maybe I'm just missing some of them and you can point me in the direction i need.

1) I mainly use work orders and I can see that none of those tables are available as of ye so we'll skip that for now.

2)I receive inventory three or so times week, any way to do this in New? Receive items with bill/ without bill ETC.

3) Bulk addition of new items?

4) Is there or will there be a way to hide dashboard items that are not used frequently to eliminate clutter?

At this point Method:New is largely unusable to me but I have high hopes for future developments

Thanks

Tractors Plus Mobile Service, LLC.

Member, Kenneth R. Parsons

P.O. Box 481

Round Hill, Va 20142

866-779-9318

www.tractorsplus.biz

Is it just me?

krp2203 — Sat, 22 Feb 2014 03:18:59 GMT

Is it just me or has the connection to method been slow this last week? In the time it took me to pull up this page and log-in to the forum My connection is still "Thinking" its been like this most of the week?

Anyone else?

Re: Fields Not saving on screen

krp2203 — Wed, 15 Jan 2014 02:18:25 GMT

Greg,

It seems you do understand what I'm doing with my drop down. If I'm not clear I apologize. What I meant to convay was that everything is working as far as my screen updating fields in the "CustomrEquipment" table upon adding a new or editing an existing record from my screen. The issue has been when you leave the work order screen and return to it you have to make a selection again. While driving today it hit me, Its my drop down. I used a generic drop down and not the CustomerEquipment drop down that linked the tables. Totally a self inflicted wound. Thanks for putting up with me and my nutty rambling. Everything is now working as designed.

thanks

Re: Fields Not saving on screen

krp2203 — Mon, 13 Jan 2014 23:05:38 GMT

Greg,

The fields that the drop down fill are from the "CustomerEquipment" table and are added to my "Add/EditWorkOrder" screen through shared fields. I have it set up so if the customer has equipment on file in the "CustomerEquipment" table it shows in the drop down. Once a selection is made from the drop down it fills in the fields that correspond to the fields in the CE table and are on my screen. Once a record is pulled and filled I have it set to update a field on loose focus to update or make changes to existing records (this works). If they don't already have equipment on file I can click "add new" and it brings me to my first text box. Once I fill in what is needed I have an "add new equipment" button and this adds the record to the "customer equipment table and is now viewable in the drop down. All tables and fields are updating correctly and as I intended but not saving the selection and keeping the fields filled upon saving and exiting. I'm thinking that I'm missing some setting to save the current selection on the drop down. I had an issue when I first started using method with fields not saving but it was because iI was just using a generic text box and not a field attached to a table. I'm rambling at this point.

Thanks

Re: Screen Customization

krp2203 — Sun, 12 Jan 2014 03:34:23 GMT

P.W.

I am no expert by any stretch but I believe First you'll need to know what table your screen is based on.

Then...

Go to that table in CUSTOMIZE, TABLES/FIELDS and click "Edit Fields"

Add a new field as a DROP DOWN in the exact name an punctuation as the table that has the fields you want to pull into your new screen.

(Example; If you're screen is based on the "Activity" table and you want to pull in fields from the "Cases" table you'll need to add a new field as a drop down called "Cases" in the "Activity" table)

click "Add A linked Field" at the top of the same Edit fields Screen you're on

Then

Choose the "Link Using" field that corresponds to the table you just added as a drop down (from the example above it would be "Cases")

Then

Choose the "Linked Field"(s) from the drop down you want to pull into your new screen and repeat for each field you want to add.

Once you have added all the fields you want to pull into your new screen click "Finished Editing Fields"

You should now refresh your screen or log out and back into method before going to Customize the screen

Hope this helps.

Fields Not saving on screen

krp2203 — Sun, 12 Jan 2014 03:04:00 GMT

Hello,

I'm working in the field services module, specifically the in the "FieldService_AddEditWorkOrder" screen. This screen is based on the Activity Table and I have linked the "Customer Equipment" table to it through adding a 'CustomerEquipment" drop down to the Activity table and then using "Add a Linked Filed" to bring in the customer equipment fields to my screen. I then created a drop down on my screen to display the customers equipment based on the customer chosen in the entity drop down. I then populate display fields on my screen from the selection chosen in that "EquipmentPicker" dropdown. All this works fine, but when I save, save/close or save/new the values in the auto populated make,model number , serial number etc. display fields do not save. All other fields save fine and I am at a loss as were to go from here.

Any direction would be appreciated.

Thanks

Re: error HRESULT = -2147220478

krp2203 — Sat, 11 Jan 2014 01:03:12 GMT

1/10/2014 8:01:00 PM Warning: Error in OpenConnectionBeginSession, HRESULT = -2147220478 (80040402); Unexpected error. Check the "qbsdklog.txt" file for possible additional information.; iContext=50

Its Back!!!!!

Should I remove and install everything again?

Re: Customization Starter tutorial

krp2203 — Wed, 08 Jan 2014 20:29:53 GMT

So, looks like "AccountNumber" was not what I was looking for. I would assume "CustomerRecordID" should be related to "Customer" and "Contacts"

I'll keep looking

Thanks

Re: Customization Starter tutorial

krp2203 — Wed, 08 Jan 2014 14:55:15 GMT

Great Video's, exactly wht I was looking for.

I now belive that a few SQL staments will get me were I need to be much faster than the inline tools.

Can you tell me the relationship between the "Customer", "Contacts", "Entity", "Activity" and "CustomerEquipment Tables".

It looks like Field "AccountNumber" needs to be linked to the "Entity" and "CustomerEquipment" and "Activity" Via the "Contacts" Table to relate them all in one SQL stament and populate a screen with info from all tables.

Any Insites would be great

Thanks