Search results by user ID 6711

Small bug in Activities

ghawton — Fri, 19 Jan 2018 21:45:29 GMT

I'm not sure if there's a better place to report bugs or not.

Method:New does not filter out "App Specific" Activity types in the dropdowns in the Activity App. As a result, all S&I related Activities are listed in the dropdown.

Re: Scheduling/Routing

ghawton — Tue, 14 Mar 2017 00:25:36 GMT

You'll have to check with Method about activating it -- I've never used Method without S&I so I don't know what got turned on or not.

I know that most of the interations happen with the Entity table and the Activities table (which contains all of the Work Orders). Additional fields may get added to those already in existence in the two tables.

Re: Scheduling/Routing

ghawton — Mon, 13 Mar 2017 22:16:05 GMT

Hi,

We did basically the same thing. What we did was enable Field Services on Method:Class, which then creates the proper tables and fields that Method expects, and used those to drive our new custom app. By doing it this way we hope it will be compatible with the Method:New version of field services as we hope the upgrade path from Classic to New will just convert as it did with the rest of the standard Method apps.

If you're interested in what we did or need help feel free to reach out.

Gary Hawton

Home Watch IT

gary@homewatchit.com

How can I assign a different Guest-Home page?

ghawton — Tue, 07 Feb 2017 18:04:08 GMT

When using the portal link on the Contacts screen all of the links point to the same Guest-Home page. I would like to have different home screens depending on the Contact Type or some other variable. At a minimum, at least a different portal Nav ribbon depending on the Contact Type. Any thoughts on how to do that?

Re: Standard fields in QB missing in Method?

ghawton — Thu, 23 Jun 2016 22:00:40 GMT

Just curious if any of the listed fields ever got updated into the sync engine?

Re: Standard fields in QB missing in Method?

ghawton — Wed, 03 Feb 2016 22:58:33 GMT

It would be most helpful to also have the Online Payment fields available so I can I set the online payment checkboxes from Method when I generate the invoices. Thanks.

Re: Primary Email Address is not valid error

ghawton — Mon, 17 Aug 2015 15:55:17 GMT

We just lost a significant piece of data due to your bug on this email address and lack of response. As the error message is just a banner flash it isn't obvious to the user that the data is not being saved--so it got missed.

This was a poorly added change that conflicts with Quickbooks functionality which is what you guys tout...and you've essentially been ignoring this issue on my posts. I can't believe I'm the only one affected. It can't be more than a 5 minute fix to remove the incorrect error-checking code from the system.

Re: Primary Email Address is not valid error

ghawton — Fri, 24 Jul 2015 23:04:00 GMT

Audisho...while it is possible we've never saved those before it is highly unlikely. We have a ton of additional fields added to the customer screens so every customer we have is touched in Method at one time or another. Due to the additional tabs on the customer screen whenever we make changes to that data we run into this problem and have to copy/paste the email and re-save it in Quickbooks. Granted it's not a 10 times a day thing, but is still an annoyance that I'm sure was not there previously.

Re: Primary Email Address is not valid error

ghawton — Tue, 21 Jul 2015 18:37:33 GMT

Any updates? How can a change that was improperly thought out, and is impacting I'm sure more users than me, not be reverted easily and quickly.

Re: Primary Email Address is not valid error

ghawton — Wed, 08 Jul 2015 18:07:28 GMT

Any updates on this? It is really causing some issues. Thanks.