Method Community

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 ...

We have been customizing our printable work orders, but we cannot get the customer phone numbers to insert any which way.  How do we link the customer phone numbers from the customer table to the work order being printed?

When we create a new work order in field services, and choose an existing customer name, a pop up window appears with errors in it.  If we click the X to close the pop-up window we can continue to create the work order just fine. How do I disable the pop up on the customer name selection?  

We use hound dog for monitoring customer accounts, servers, etc. This system has the ability of sending an email to create or update a case.  Is it possible to create a new case in Method based on a incoming email.  ie.  Server goes down, and the system auto sends an email, which in turn creates a case based on the customer ...