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Hey Claire,
Unfortunately we are not able to put in an undo feature. One work around that you can use and is a good thing to get into the habit of, is copy your screens before you make any major changes. This will help you out if you make a mistake, you will be able to switch back to the older screen in seconds.
Hope this helps you out!
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Hi Rick,
This is covered in the Initial Setup Service call and found in the Xora User Guide. You must fill out your Account Information for both Xora and Method.
In Method click the Xora Set up screen.
Click Launch Preferences.
Under Account Information:
Enter your Method Account number, Method UserID and Method Password. This can be ...
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I am trying to bring in data from Xora and keep getting this message..
Error: No Method Account was selected
at MXConnect.FrmMXConnect.initfields(BackgroundWorker& bw)
at MXConnect.FrmMXConnect.bgWorker_DoWork(Object sender, DoWorkEventArgs e)
Thank You
Rick
ASI
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Hello,
We just installed QB Enterprise 10.0 and have setup some custom fields to be drop down lists. After syncing with Method the new custom fields are brought over but only as text fields and not as drop down menus. How can I fix this so the same drop down items in QBE show up in the custom field in Method?
Thanks.
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Hello...Is there any way to undo a customization or even just exit the screen without saving the changes? I was updating our customer screen and accidentally removed the "clear/new" button in a section. I want do undo that change or at the very minimum be able to exit the screen without saving my changes. There was no ...
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Is there a tutorial that shows how to update the list of selections in a drop down list? I can't find it. I'd like to add lead sources to the LeadSource drop down list. Thanks . Mike
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Tal,
Just an update to this post, I’ve received your customization specs and as you know we’re in the process of getting that started. :)
Here’s the OT explanation from the Method Xora Connector User Guide.
Allocate Overtime per Day if you are tracking overtime on a daily basis. Each user‟s total time per day will be ...
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Delores,
Our Method Xora connector should pick up information from Xora provided the changes are finalized in Xora before being fetched as new entries into Method. You may also be interested in the response below regarding consulting time.
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Michael,
It sounds like you’ve done your due diligence and this requires some one-on-one ...
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Hi Rick,
Welcome to our community forums!
The Customer List screen for your Method/Xora account was already set to filter for active customers by default. We’ve made a quick and minor update to make sure it was being set. Should be good to go now!
Thanks,
Val
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How do I get Method to not show my Inactive Customers? I would just like to see my Active Customers only.
Thank You
Rick
ASI
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