Method Community

Hi Lee, Similar to Invoices the Sales Orders template and other areas in Method are not currently set to handle price levels by default. The price level field is available and can be used in customization to mimic the same results as QuickBooks.

Tal, I’ve tried to replicate the issue using both a sample account as well as your account via the MethodSupport access you have granted. Everything works as should on my end. What browser and versions are you using for FireFox and IE? Does it happen with both? Also, have you tried testing this on another computer?

To add a bit more to the previous note, we’ve identified an issue in how times are retrieved if entries have been modified in Xora before fetching in Method.  When a user adjusts a time online at apps.xora.com, this can drastically alter the original database time, causing the entries to be missed from Xora when the user sets the ...

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.

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 ...

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 ...

Michael – The Action Sequence: 5 should be resolved for your Method/Xora account. *** Al, Welcome to our community forums. It doesn’t sound like this message came from a Method account set up to use Xora as is the case with Michael above. Have you done any customization in this area? If this is happening from the Customer ...

Tal - Both issues should now be resolved on your account.

Tal, Minor update was made to the original Method screen. Your customized screen did not and will not receive any Method updates. However, since you and I are currently working on a customization job I’ve went in and made the same update to yours as well.