Method Community

When using Qxpress desktop, I was able to send a notifcation to a customer saying there is a service visit in the future through Outlook.  It created a email and sent it though outlook. Does QXO have anything like that? Thanks, John M

Thank you for the reply. I am trying out another solution that I think will work for this customer. If this doesn't work - I will see if you can point me in the direction I need to go to attach a file to the email. Thanks, Annette

Thanks again, Adam, you've been very helpful. Have a good day!

Thanks mortaza! I sent them an email.

Hi Ben, Your setup is not outside of the norm. One thing you need to keep in mind is that Method requests your data from QuickBooks (via the QB SDK) during a sync, so the larger the QB file, the more data it needs to handle. This may be part of the reason you're seeing a decrease in speed. Keep an eye on the amount of resources (CPU ...

Paul wrote the following via email: “Initial tests have been successful. It seems like everything is mapping properly. Thanks for the help. I'll lef you know if I see any abnormal data.” Paul, An update was made to ‘trim’ and accommodate for uppercasing on both Shift Flex Field Values and names and for Job Flex Field ...

Hi joshsAA, There is no Email field in the SalesRep table. Are you perhaps referring to Employees, or Users? Let me know. - Justin

Hi thesolarguys, I wrote a program to automate the process of moving data from one Method account to another. It maintains the links betwween customers, activities, activity job items etc. Fell free to give me a call or send me an email if you are interested.

I don't have any problem formatting date/time fields to remove the time when ising the report designer. However, I can't seem to figure out how to do it with a regaular email template. Please help me out here. --Aaron

Ourcreativeteam - thanks for your input! :) justjava - we were able to solve the issue over the phone. We typed in your Method user name instead of your email address into the User field on the plug-in which solved the issue.  - Jason