Method Community

The following updates are now live for users of Method Fixes Email History - Sending an email directly to an unsubscribed contact no longer causes the email to get stuck in the email send list. (PL-45998) Payments - Fixed an issue where payment records were not created for portal transactions. (PL-45859) Regards, Harman

 Denis, I left you a vm and sent an email as well.  Before trying to delete and reinstall Field Services, will you confirm that none of our customizations (forms, etc) will be affected? Thanks, Laura

 Hello Amanda, Is this still the link to the "latest and greatest" version of the Outlook addon?

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