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  • New: Document Management in Method CRM

    Opportunities, Cases and Solutions in Method CRM now all benefit from our new Document Management feature. &nbsp;So why is this important to you? &nbsp;I&rsquo;ll tell you. The goal of any sales rep in an organization is simple &ndash; drive as many sales as he or she can. &nbsp;As managers, owners and team leaders, our jobs are to provide our ...
    Posted to Blog (Weblog) by Anonymous on 03-26-2010
  • Re: Xora integration - dispatch function

    &nbsp;The following question was emailed: Val We don&#39;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 ...
    Posted to Method:Classic General Q&A (Forum) by Method_Valbon on 03-26-2010
  • Xora integration - dispatch function

    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 ...
    Posted to Method:Classic General Q&A (Forum) by Method_Valbon on 03-25-2010
  • Re: Dynamic Data

    Thanks Paul! Sorry for the delay, I&#39;ve had a lot on my plate,&nbsp;but I think that might be the exact solution I was looking for. The webservice call directly is a great idea though,&nbsp;it just&nbsp;doesn&#39;t sound like it would work for this project. I think I&#39;d feel more comfortable using the MethodAPI (I&#39;m looking forward to ...
    Posted to Method:API Q&A (Forum) by BrianPoole on 03-25-2010
  • Re: Way Cool

    Thanks for the feedback Fran. &nbsp;
  • Re: Time Tracking

    Solved my own problem. Have to go to the Step 2 Send to Quickbooks screen to see the time.
    Posted to Method:Classic General Q&A (Forum) by Steve on 03-24-2010
  • Time Tracking

    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&nbsp;data window that shows when Method connects with Xora. But there is nothing in the Method Time Tracking tab. What am I doing wrong?
    Posted to Method:Classic General Q&A (Forum) by Steve on 03-24-2010
  • Re: Connect with xora > send to quickbooks tab

    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 ...
    Posted to Method:Classic General Q&A (Forum) by Method_Valbon on 03-24-2010
  • Connect with xora > send to quickbooks tab

    Hi Xora time brought in displays in minutes. Can we see it in hours in the &#39;duration&#39; columns? &nbsp; &nbsp;
    Posted to Method:Classic General Q&A (Forum) by diluk01 on 03-23-2010
  • Method Integration with CMS

    Is there an existing module that allows Method to be integrated into a&nbsp;CMS (eg Joomla, DNN, etc). I assume that with Dreamweaver the API can be integrated via html code.&nbsp; 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 ...
    Posted to Method:API Q&A (Forum) by davepayne on 03-23-2010
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