Method Community

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 ...

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 ...

any luck?

Ok, I'm waiting here. I was waiting for netbook deals for my technicians but will hold off for a while. I'd sure rather have them with only one device if possible.

Are there provisions for backups or our Method CRM data ?

I've been playing with Google Wave and was wondering if anyone has or is thinking of integrating it with method?

Hi, Anyone using Method field services or QXpress plugin on Netbooks, succesfully?   It seemed pretty clunky a couple months ago when I tried the default sized templates it on an 8" NB, with quite a bit of horizontal & vertical scrolling needed. I'm thinking of purchasing 11" Netbooks, and am wondering if the extra real ...

Paul, Thanks for the quick reply. The tweak apparently fixed the issue. I ran one invoice with 3 line items. I edited several times, saving and exiting often. Could not duplicate the date creep. What caused it?

I enter my invoice date, then enter the service dates; update; save. When I print or clear and then reopen the invoice the service dates have backed by one day. what's up?