Method Community

Ok -- I have been sending out my invoices via email.  is there a way to rename the the pdf that is created?  I know I read ina  different post that each file name is uniquly generated so that that it can be robust and secure on your site.  however, could we take away the prefix SimpleInvoice and make it something more ...

How many users and groups can be setup for xora connector under the base app pricing?

Hi Fran, The Sales Center, Call Center calendars as well as those found in our industry specifics apps such as Field Services and now Professional Services are all built off the same activity table. Each calendar serves a specific purpose and may be filtered to show specific information. For example, the Calendar found in Professional Services is ...

Opportunities, Cases and Solutions in Method CRM now all benefit from our new Document Management feature.  So why is this important to you?  I’ll tell you. The goal of any sales rep in an organization is simple – drive as many sales as he or she can.  As managers, owners and team leaders, our jobs are to provide our ...

 The following question was emailed: Val We don't seem to have the dispatch functionality currently on Method? Do we need to get this activated? If yes, what is the cost and can we test it out before getting it. Answer: You can find this feature under the Send / Map Xora Jobs screen in Method. Once you have successfully mapped ...

The following question came in via email: Val Xora has a dispatch function which we use to dispatch field staff to jobs. Eg, Person X, Y and Z to Job 5 from 7a to 3p on Thursday 3/25. Question- can method somehow pull in dispatched times from Xora and push them into quickbooks timecard? (instead of the clocked in/out times) Answer: The ...

Thanks Paul! Sorry for the delay, I've had a lot on my plate, but I think that might be the exact solution I was looking for. The webservice call directly is a great idea though, it just doesn't sound like it would work for this project. I think I'd feel more comfortable using the MethodAPI (I'm looking forward to ...

Thanks for the feedback Fran.  

Solved my own problem. Have to go to the Step 2 Send to Quickbooks screen to see the time.

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?