Method Community

I am brand new to Method and am trying to get time to import from Xora. I tried a single employee and could see that time information was pulled from Xora based on the data window that shows when Method connects with Xora. But there is nothing in the Method Time Tracking tab. What am I doing wrong?

Hi Diluk, QuickBooks actually requires that it receive time duration in minutes from any add-ons which unfortunately includes Method. It then takes the duration in minutes and does its own conversion to display it in hours. Method recently did something similar on the Time Tracking screen (the one that syncs with QB) to include a field for ...

Hi Xora time brought in displays in minutes. Can we see it in hours in the 'duration' columns?    

Is there an existing module that allows Method to be integrated into a CMS (eg Joomla, DNN, etc). I assume that with Dreamweaver the API can be integrated via html code.  But is there something out there in the open source community already done - ideally a Joomla Module for Method I am trying to develop a customer site with QBOOKS ...

Hi Fran, Once you drag the Pivot Grid object onto the report, select it and click the arrow in the top right to edit the properties. Be sure you have the proper table selected for Data Member. You should also notice two links to ‘Add Field to Area’ and another to ‘Run Designer…’ where you can start to modify the ...

Attempted to enter new phase under projects and couldnot save because 'contract amount' not filled out. There was no contract amount on the New phase page.. Fran

the professional services calendar....shows an appt differently than the Call center calandar....I had an appt that listed Gary as appointee and in Prof Services it listed PCS..... Fran  

Been playing with Outlook plug in today...I actually use Google Apps for my main email, but have it sync'd to Outlook. It works great.  This is way cool....thanks,

 Hey Fran, We do have the ability to upload files to your Method Account. Currently the Opportunities screen is the only one that has this feature on it. If you don’t want to use this screen, you can customize an existing screen to include this, or create your own screen. In order to get this feature you need to make sure the table ...

I want to use Method as my client portal for work I have done with them.  The only thing I see lacking is abilty to save attachments for point to where file pertinent to client have been saved... Is there a tool for this  or can I set up a link to my ShareFile folder?  Fran