Method Community

 Val: I also have this problem.  If I edit a time entry in Xora, Method will not pick it up.  I really hope you can determine where the problem lies so we can get Xora edited time with Method..  Although I do most editing in Method, there are times when it is easier or best to edit it first in Xora.  I look forward to ...

Richard - One tip for you.  If you have the "Wait for sync approval?" checkbox checked on the Estimate for a Lead Status only customer, it won't send the Estimate and won't convert the lead to a customer until you uncheck the "Wait for sync approval?" checkbox. That way you can still prevent leads that have ...

I'm sending good thoughts to help things along

Hi Amanda, I think I have it figured out now. I was assuming that a 'lead only' contact's estimate would not synchronize w/ Quickbooks. From reading this reply, http://www.methodintegration.com/cs/forums/p/492/1588.aspx#1588, apparently lead status converts to a customer when a transaction such as estimate is performed. I didn't ...

Hi,   I am having a problem with entering a new customer from the Add / Edit Work Order Page, I get a popup screen error that says : "Screen ID not Found" "There was no screen id passed in. If this is a pop up screen, then please verify the actions from the calling page are referencing a valid page. If this is coming ...

As soon as we make the next publish to the live site we can get you on it.  We didn't get the update out last week like I had hoped :(.  So it looks like it will be this week instead. Paul 

 Hi Richard, Have you checked if the estimates are in QuickBooks? Also can you check your transaction history under the QuickBooks tab > Synchronize.  If it is set to sync with data for the last 7 or 14 days for instance then you wouldn't see the transactions prior to that date. Once you get back to me on these questions we ...

 Hey Jim, That's awesome you were able to get that off the ground. Good luck and let us know if you have more questions.

I'm missing all estimates prior to Nov 20 (maybe a dozen or so). Anybody experience this? And what are the backup procedures for our Method files?   edit. I remember Amanda replying to an earlier post about backups. I'll need to do this. "Hi Richard, In the event that you would like to backup information within Method then ...

On Wednesday, December 16 @ 1:00pm EST, Ryan will look into some advance actions such as Loops through tables and grids, also looking at the Email and Start Conditional Statement actions. Space is limited. Reserve your Webinar seat now at: https://www2.gotomeeting.com/register/716454403 Title:         ...