Method General Q&A

Learning Method / Client Setup / Customer Portal / Ask New Question

RDehart — Mon, 21 Sep 2009 17:14:44 GMT

I submitted a test question on the customer portal using my contact info and Normal 0 false false false EN-US X-NONE X-NONE MicrosoftInternetExplorer4  /* Style Definitions */ table.MsoNormalTable {mso-style-name:"Table Normal"; mso-tstyle-rowband-size:0; mso-tstyle-colband-size:0; mso-style-noshow:yes; mso-style-priority:99; mso-style-qformat:yes; mso-style-parent:""; mso-padding-alt:0in 5.4pt 0in 5.4pt; mso-para-margin-top:0in; mso-para-margin-right:0in; mso-para-margin-bottom:10.0pt; mso-para-margin-left:0in; line-height:115%; mso-pagination:widow-orphan; font-size:11.0pt; font-family:"Calibri","sans-serif"; mso-ascii-font-family:Calibri; mso-ascii-theme-font:minor-latin; mso-fareast-font-family:"Times New Roman"; mso-fareast-theme-font:minor-fareast; mso-hansi-font-family:Calibri; mso-hansi-theme-font:minor-latin;} received the following error message:

"The value 'spdLoggedInThirdPartyAdministratorUserName' was not a valid dropdown list value for 'AssignedToRef'.
Additional Information
Action Sequence Order:15

Any assistance would be appreciated

INVOICE

JIM SMITH — Tue, 07 Sep 2010 01:47:32 GMT

I INVOICE CONTRACT PRICING ALL ITEMS IN ONE AMOUNT.

METHOD WONT LET ME WRITE INVOIVE UNLESS I INTER ITEM FIRST.

WILL I BE ABLE TO WRITE INVOICES THE SAME AS I DO IN QB.

JIM 9/6/10

Add Method sync engine to other workstations in a office

Wilna — Thu, 26 Aug 2010 21:40:53 GMT

Report Designer - Fields from Customer Equipment

Glenn Robb — Mon, 06 Sep 2010 13:50:55 GMT

I am trying to link fields on the Default work order template and fields from customer equipment together. Is there a way to bring both of these tables together?

New Method Integration Engine update version 1.0.189

Method_Paul — Mon, 06 Sep 2010 17:38:07 GMT

Just posted this on www.twitter.com/followmethod, but for those who don't subscribe to our Twitter feed, I wanted to give a heads up that there is a new MIE update. See http://bit.ly/c0X8QS for details.

Paul

Missing ADMIN Role

Glenn Robb — Sun, 05 Sep 2010 16:22:00 GMT

I have a huge problem. I discovered that my admin role had a missing Mobile User role. I went to add this to my Role/Groups for Admin and then when I logged in with my user name, then the only roles I had available are Mobile USERS, Support, and Sales. I have no ADMIN role anymore even though I am setup for for those tab links under that group setting. HELP, I am down for the weekend and can not do any work on customization. Thank You!

posting multiple work orders to one invoice (in Field Services)

mbrcpa — Wed, 01 Sep 2010 02:59:32 GMT

Hello all - new to Method Field Services and trying to gather information needed for client to submit for customization. As I met with my client today, I realized that deal breaker was having the ability to have multiple work orders post to one invoice.

I couldn't see where that would be done in Method. Any help would be appreciated. In fact, just knowing that it really can be done is important to know- then I can submit that with my request for customization. Many thanks.

How do you import "lines" on Purchase Orders or Estimates when you can't locate the RecordID

DianeG — Tue, 31 Aug 2010 06:30:36 GMT

I'm trying to import large, ongoing quantities of 3rd-party Purchase Orders and Estimates via spreadsheet into Method and then to QuickBooks. This apparently needs to be a 2-step process, where you need to import the "Top" part of the transaction, followed by another import of the specific line items needed. The import of the top part seems to work OK in Method, but it apparently generates a Record ID in the background that you need to know when bringing in the specific line Items.

So where can you access this mysterious number? For P.O.s I can currently see on the design side of the form that this field should be visible, but it doesn't show up on the actual transaction itself, so it becomes "invisible". And of course, even if we could see it/find it, having to manually look up a specific Record ID for each P.O. or Estimate to be generated (likely 50-100 at a time)and then manually entering it into a second spreadsheet to cover up to hundreds of lines per Estimate, and multiple lines per P.O. totally defeats the purpose of automating the process.

Isn't there any other way to "link" these two parts of P.O. and Estimate transactions together so that they can be imported without having to go through some manual lookup process? Like maybe linking via the PO number vs. the Record ID? I would think the same problem would apply to Invoices....

Additionally I was able to get one PO to post into QuickBooks, but was not able to get another one in (in spite of incrementing the Record ID by 1).

Thanks for anyone's help - as I'm meeting with the client after having promised big things with Method that are now starting to look impossible....

Extra Contacts for QB customers

Wavetec — Tue, 31 Aug 2010 17:19:12 GMT

Currently I have added 2 tabs to the customer list screen in Method to accomodate additional contact information. Is there a better way?

Here's the situation in a nut shell. We deal with Medical facilities (our "customers") each facility may have several physicians (contacts) and each physician has multiple numbers and sometimes coordinators or other people associated with them.

So I created additional tabs on the customer list screen and added to the table surgeon1; surgeon1cell; surgeon1phone; etc and then Surgeon2; Surgeon2cell; Surgeon2phone; etc.

This works and allows us to capture the data in Method but it's not easily searchable.

So... is there a better way?

Thanks,

Wavetec

Any way to change the time display on the "synch" display to match my time zone?

DianeG — Tue, 31 Aug 2010 06:39:08 GMT

It would be nice to see times displayed on that page in my own time zone,...

Thanks!

quickly add to email message body

Wavetec — Tue, 31 Aug 2010 17:30:31 GMT

I have email setup for certain things like a change was made to the database to notify other users. What I need is a quick, EASY, way to allow the person who is making the change to type a quick sentence into the body of the email to let the others know what they changed.

What would be perfect is if they clicked the "email changes" button that a text box or message box pops up and allows them to enter a few words that then becomes the body of the email. I don't want them to have to choose who to send it to or change the subject line or anything else. Just be able to add to the body.

Needs to be simple: click button; write in box; close box. then email is generated and all goes on behind the scenes.

thanks,

Wavetec

Is there a way to add new tags to the dropdown tags list?

DianeG — Tue, 31 Aug 2010 23:35:32 GMT

I added several new tags into a previous post and would have liked to add the same tags into my response to the reply I received. Or maybe I should have just copied and pasted my previous list of tags?

Regardless, I was wondering how your "tag system" works...

Thanks!

Diane

Currency and date conversions for users who are overseas

Anonymous — Mon, 24 Nov 2008 21:31:18 GMT

One of our customers from the U.K. asked me this question directly, which is a very appropriate question for the forum:

"I have data that is usable, but it shows in $ not £, how can it be changed, and also the date is not in the correct dd/mm/yy format?"

We are currently working on conversion capabilities, but we don't have an ETA as to when it will be published as of yet. Like you said, you still can work with the data, but it's not convenient for you. We appreciate your patience and will let you know ASAP once the conversion functionality is published.

pencil sketches for work order?

mbrcpa — Sun, 29 Aug 2010 18:16:34 GMT

Hello

I'm new to pencil sketches - and was trying to find one for work orders. I thought it might be in Field Services package but could only find work order lists, not the work order itself.

Any help is appreciated.

"Force" Save or Action when switching customer records

shelley — Fri, 27 Aug 2010 14:22:23 GMT

Greetings,

I've noticed the ease in which one may update a customer record, forget to save, and simply switch to another record. All changes are lost without warning. I was hoping to fix this issue before my users decided to jump into Method, but it's too late now. I have created a pop-up message that appears on load to remind my users to save. The message tells them that they can use "enter" to save. It would be really helpful to be able to change the font of this warning message (it's quite small and meek, not much of a warning), but it gives me some relief to know there is a reminder.

I would like the act of exiting a customer record as much of a pain as it is to exit the "customize screen" module. You cannot get out if it unless you choose a command, which invariably means publishing or saving. You can't just hit "escape" or log out. It won't go away. How do I accomplish this with the records in the Customer list? I want to force our users to hit a button, "save" / "clear and new" "save and close".

Thanks!

Error messages that fields no longer exist -- table needs to be regenerated -- how do wo do this?

shelley — Fri, 27 Aug 2010 14:42:06 GMT

Last Friday, while customizing screens, I started to receive error messages that my fields no longer existed in a table. This was not the case. Someone at Method recommended that I rebuild (regenerarte???) my table and that did the trick. I cannot find this command anywhere. Where do I find this command?

How to create a "create email" button next to client's email address?

shelley — Fri, 27 Aug 2010 14:37:41 GMT

I am still writing about the Customer screen, as in my last post. My users have requested that they would like to click on the email address (we will take a button adjacent to the email address) that allows them to send an email. I have found commands in the text box properties that allow me to "add actions" including "send email" which has been disasterous. Another trick I tried is to create a "send email" button that would link to the "activities" tab. There is no way that anyone will have the memory or patience or desire to go through all of the steps one needs to "find" the "send email" screen in the activities tab. We need this to be one step. Please tell me how to do this.

Dropdown lists that filter the other list.

Glenn Robb — Sun, 29 Aug 2010 12:07:50 GMT

I am looking for a way to create a dropdown fields that are linked and related based on the prior selection. For example: Let's say I choose a dropdown field that has a list of 10 different Manufactures of cars. (i.e.: GM, Ford, Chevrolet, Buick, VW, BMW, Saturn, and etc.) Based on which Manufacture I select I would like to then pick the associated model of Ford( i.e. F150, Tuarus, Mustang, Ranger, Windstar, and etc.) All of these Models are associated only with Ford vechicles. Is there a way to do this? I am creating this in the Field Services section under Customer Equipment. Manufactures and Models are my custom fields/tables that I have created. Yes I am a newbie, but I am picking up this stuff very fast. Thanks for your help!!

Needing an answer to Method security questions

Kelsey — Thu, 26 Aug 2010 15:19:09 GMT

How is security maintained?

What protects my clients from other folks accessing their information in any way?

Thank you in advance for any responses of answers I get to my questions.

Copy Workorder?

ALLFloridaBeeRemoval_Richard — Wed, 25 Aug 2010 12:45:15 GMT

is there an easy way to copy a workorder so we can retain the data and then just easily change the date?Is this present, or do I need to build, ?

I tried reoccuring dates and making just one reooccurence, but frankly, that is too complex for service techs in the tield.

I see a button in the workorder they are working in that copies the workorder and they can update info within it and then save.

Updating contact info

LaCrews — Mon, 23 Aug 2010 13:22:41 GMT

Bug?

CRM Edition

On the Tab: Sales Center & Tab Link: Activities

When attempting to select a different contact for the activity by clicking on the Customer/Vendor 3 dot button, the Contact name, Contact phone, and Contact email is defaulting to the main contact.

If you use the same procedure for the add/edit pop-up screen, the proper information is updated.

Is this a bug or Is this something that requires individual customization?

Method CRM Mobile screen

Stephen Hatfield — Fri, 20 Aug 2010 10:41:29 GMT

When on the mobile screen, i click on create new invoice and nothing happens. Also if i click to try and create a new customer, nothing happens. How do i get this to work properly?

I would also like to add time tracking into the Mobile screen. I have created a tab link to try and do this. But when you click the tab, again nothing happens. Please help.

Opportunity Report

Cindy Murphy — Thu, 15 Jul 2010 15:13:38 GMT

Hi, I created a report based on the Opportunity table to create a followup process for our "Lead Only" contacts. I limited the information to only those Lead Only records dated 1/1/10 and later. When I run the report, it will update with all new leads, but will not update current activities of existing leads. What am I doing wrong? Thanks :)

FS map and directions: incorrect user address

ALLFloridaBeeRemoval_Richard — Tue, 24 Aug 2010 12:32:02 GMT

FS mapping and directions insists on using another (now inactive, btw) employee's address for 2 of my employees. It displays my address just fine.

Is there a config that I'm missing? I have the employee's addresses correct in the employee tables, but now i'm wondering if there's a map setup somewhere......

increase calendar hour display

ALLFloridaBeeRemoval_Richard — Tue, 24 Aug 2010 02:35:52 GMT

An 8-6pm workday is a pipedream for us, we need to extend the calendar hours. Can this be done without breaking the updates to the standard calendar screen? Or is there a workaround for updating?