Method Community

 Hey Lee, All you need to do is edit the template that is being used on that screen. I'll start you off, under the customize tab, in the screen list tablink, you will find "EmailTemplate". The "Follow up Activity" template can be edited from this screen. In order to get the information specific to each user, you will ...

Is it possible to improve on the contents and appearance of a follow up email message? For example, we'd like to include more info from the customer record - email, city, etc. - to make the email more self-contained, and prevent the recipient from having to log in to get enough detail to act on the follow up. Thanks.   Lee Taylor

To add a bit more to the previous note, we’ve identified an issue in how times are retrieved if entries have been modified in Xora before fetching in Method.  When a user adjusts a time online at apps.xora.com, this can drastically alter the original database time, causing the entries to be missed from Xora when the user sets the ...

Michael, These concerns will be brought up in a meeting on our end which should be schedule in the next few days. We’ll respond accordingly afterwards. Our apologies for the inconvenience.

Okay, can some one please help me make since of this.... When I go through Methods to get xora time, like 90-95% of employees time get pulled into methods, but some entries are getting left out....... Example below, there is time in on Xora, that then didn't get pulled to methods.... this is ONE OF MANY ISSUES? This is happening for several ...

 Hello, I just wanted to add this alternative for you try and let me know if this work around helps. First, you'll need to install the outlook add-on if you haven't done so already.  You can use the following link to install and learn more about the add-on: ...

Hi there, To add the customer phone number the field will have to be available on the screen or report you are working with. Assuming we are talking about either the Work Order screen or FieldService_WorkOrder report they are both built based on the Activity table. The customer phone number can be added as a linked field to the Activity ...

Hello, You can send mails directly from Method but currently there is no way to directly receive e-mails in Method. There is the Outlook add-on that allows you to send e-mail to Method, however, this wouldn't help us achieve what you are looking for.  To enable Method to create a new case when an e-mail is received would mean that Method ...

Hi there, I’ve tried creating a work order in Method Field Services and don’t seem to be getting any message. Have you done any customization? Is this an original Method screen? Can you respond back with the steps you took to create the work order? This will help us walk through the example on our end and determine what’s ...

If you have not already done so, take a look at our community webinar on report designing, it actually takes you through creating a sample report based off the customer table showing activities. In the example the report has the following format:   Customer(customer table) Date(activity table)      Type(activity ...