Method Community

Look out bit.ly! Watch your back goo.gl! Method Integration now has a URL shortener of its own: MIurl.cc! Ever since Twitter, FaceBook and LinkedIn status updates introduced the need to say a whole lot in as little as 140 characters, URL shorteners have been all the rage.  The purpose for a URL shortener is traditionally to make a ...

Hi joannevega, Thank you for notifying us about this error. We will make sure this error is fixed in next version of Outlook Plug-In.   Victor

Bryan, It’s possible to do but you would need to do some customize. You could create new fields in the customer table to track the defaults and have those populated when you select which customer you want to create an invoice for or if you want to get fancy you can even set it up so that it pulls the settings from the last invoice that was ...

Hello John, If you have any questions regarding the Xora application, please call me at 650 314 6460 Opt 3 or email to allenp@xora.com

 Hi Michael, Thank you for the info. So, is there a way to set a default for a customer so that each time an invoice is generated it automatically checks one of the boxes? Or would that be a customization? Thanks\ Bryan

Not sure why this error is occuring, but it happens every time I attempt to double click to select an Opportunity to record a message to when archiving.  After I clear the error I can upload the message to Method, it just gives me this error on Step 2, the selection screen. The complete error ...

Bryan, In both the Invoice and Estimate tables there are the fields IsToPrint  and IsToBeEmailed. These fields determine whether an invoice or estimate should be emailed or printed through QuickBooks.  On the current standard invoice screen the To be emailed and To be printed checkboxes are synced with QuickBooks. -Michael  

 Good day everyone! On to my next quest! Is there an easy way to have these two sync properly with QB? Is there a field in Method that syncs this data with QB, so when the invoice is sent to QB the proper box is checked? For now we are using QB to send invoices. In the future we will be utilizing Method and wont have to worry about ...

 Thank You! Worked Beautifully!

Hi John, Our Xora Connector works by making a request to the Xora servers asking for specific data (primarily time records and associated details) to be sent to Method.  In other words, the phone users enter the data we simply fetch it if its available. This is a question you should confirm with the Xora team (www.xora.com) ...