Method Community

 Hi Matt, Thanks for the update. I'll follow up with you once I get some feedback regarding the other issues I was able to replicate.

 Hi Cindy, Please review webinar 1 - Getting started with Method by using the following link: http://www.methodintegration.com/cs/forums/t/556.aspx to ensure you followed the right steps to set up the user and role properly. That webinar would also help you to log in as the new user.  Once you follow the steps outlined and ...

I have recently noticed that Method is picking Xora time for the end date, instead of jobs & shifts started and ended before that date! Has this been changed to include the end date in the data Method gets from Xora? Also, it is has missed getting the earliest job start time for the first day.  My "Send to Quickbooks" ...

Hi, I set up a new user role and tab, but cannot see them.  I also set up the new user a month or so ago and the login information is not working. Thanks for your help. Cindy 

Amanda, I saw that someone else was having a similar problem on another forum. The response to that thread fixed the following 2 problems for me as well by adding a default date format on the Customize > Display tab such as "mmm-dd-yyyy 1. When I selected a date other than the default of today's date, the month changed from ...

 Hi Mike, I added 2 tab sections to my Customer List screen then added 2 textboxes from "Add Objects" and I clicked 'Save' under the Address Info tab section and the information was saved in both textboxes. Can you try removing the Job Notes text box from the screen, drag a new text box and see if that works? If I miss a ...

hoping i could speak to a method crm user. I am contemplating moving to method - the qb integrations seems great but i'm concerned about how the crm stacks up. we currently use salesforce and would like to know someone who is actively using the crm for sales leads and your opinion of how the product meets you needs. please feel free to email ...

Thank you so much for your assistance. I will be trying out the firs option. If I run into trouble i'll letyou know.  

Hi Amanda I'm talking about tab sections on the Customer List screen I dragged the text box object from the objects list and dropped it onto the screens. What do you think? Havefun   Mike

Dave, In addition to Paul's response, I'd like to ask that you please review the webinars that have been made available to you.   Many of the questions you are asking around Method Warehouse are addressed in these movies.   Thanks, Danny