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  • Method:crm integration with gps tracking app

    We are a field service company.&nbsp;We currently use comet (actsoft) as our GPS&nbsp;tracking app.&nbsp;&nbsp;I would like&nbsp;the start and stop times to automatically go to method (for that particular W.O.) for billing and &nbsp;for payroll.&nbsp;Does anyone have any suggestions of a package that will do this or can customized intergration ...
    Posted to Method:API Q&A (Forum) by ITfromValor on 09-16-2016
  • My Company Address

    Hi We have rcently moved offices and have updated our address in QB... However all the invoices we are producing in method are still showing the old address. &nbsp;I have done numerous full syncs, is there another way of updating the address? Thanks Rick&nbsp;
    Posted to Method:Classic General Q&A (Forum) by Rick on 09-16-2016
  • Changing Activity Status Default

    Can anyone tell me out to change the default New Activity status line from Completed to Not Started? &nbsp;Under the App settings the three dots, it is set up to have the default be &quot;Not Started.&quot; &nbsp;Yet when ever I push &quot;New Activity&quot; either in a contact field, or from the Activity Apps itself, it sets up always with the ...
    Posted to Method General Q & A (Forum) by MichiganJohn on 09-15-2016
  • Issue Syncing Invoice to QB

    Not sure what and how this happened but I can seem to figure out what to do to resolve it, see below.....let me know. Thanks! QuickBooks returned an error when adding/modifying a accInvoice record. The error was: The given object ID &quot;26DC0-1471627589&quot; in the field &quot;LinkToTxn TxnID&quot; is invalid. . The Request was: &lt;?xml ...
    Posted to Method:Classic General Q&A (Forum) by Bradley on 09-15-2016
  • Re: Assign Multiple Users to One Work Order

    Greetings, I have not thought this though in detail but what if you went to Customize&gt;Users=Team1 not being able to sign in, When asked for a email put their emails in seperated by a comma.&nbsp; Instead of Team1 put their first names instead? This way you still have their sign in name but also they would be able to see what is going on ...
    Posted to Method:Classic General Q&A (Forum) by John M on 09-14-2016
  • Re: Assign Multiple Users to One Work Order

    Hi Maureen, The &#39;AssignedTo&#39; field can unfortunately only contain a single Value per transaction&nbsp;- it has a 1:1 relation to a corresponding record in the Users Table. That being said, perhaps utilizing Teams can solve your problem?&nbsp; To Create a Team - From the&nbsp;Dashboard, go to&nbsp;Settings &gt; Team members. Choose ...
    Posted to Method:Classic General Q&A (Forum) by Method_Ben on 09-13-2016
  • Assign Multiple Users to One Work Order

    Is there anything in the works for a way to assign multiple users to one work order?&nbsp; Our company has grown and my work around for not being able to assign multiple users to one work order has become very labor intesive with much too much room for error.&nbsp;&nbsp; I love Method, but this is becoming a bigger issue for me.&nbsp; ...
    Posted to Method:Classic General Q&A (Forum) by Maureen on 09-13-2016
  • Re: Quote Reports are generating Cost Price, not Sale Price

    I mean... in the Report Designer, what is the appropriate field to change to in order to get the Sale Price? It&#39;s currently on&nbsp;dataSet1 - Estimate.EstimateLine.Estimate.Rate which &quot;rate&quot; appears to be the Cost Price. Thanks again!
    Posted to Method:Classic General Q&A (Forum) by JGAnderson on 09-13-2016
  • Quote Reports are generating Cost Price, not Sale Price

    Hi there,&nbsp; When I print out a quote from our Method Account, it provides us the Cost Price (before markup) under the Unit Price, rather than the Sale Price (after the markup has been done). How do I change this field in Report Designer?&nbsp; Let me know if you need me to send you a picture of what my issue ...
    Posted to Method:Classic General Q&A (Forum) by JGAnderson on 09-13-2016
  • Re: System is down

    Hi there John, At the time you mentioned (8.55pm PST)&nbsp;- Our reporting server went offline briefly. Our Monitoring tools Alerted us of this outage, and the Reporting Server was restarted shortly after. At this time, you should not be experiencing any problems - But if you are, let me know and I&#39;ll have someone reach out to assist ...
    Posted to Method:Classic General Q&A (Forum) by Method_Ben on 09-13-2016
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