Method Community

Ok..I am starting to see the ways of how Method actions are playing.  I am looking at the Field services Print/email work order section and learning how your taking the information from that grid and printing work orders. outher than my head feels like pepsi will take care of that. I do have a question about actions.  If I am saving ...

Hi tmungo, In essense, Method allows you to integrate Microsoft Outlook with the CRM portion of Method, allowing each person within the company to send email to, set-up calendar events, and synchronize contacts or leads through MS Outlook. For more information, feel free to browse around our Method Outlook Plugin forum that provides a ...

Hi Tiffany, We are currently investigating this issue. In order to help us with that, can you please tell us your method account name? Also can you tell us what email server are you using (for example GMail, Exchange, etc.)? Also, if you try submitting data through your own webform, are you getting any errors displayed to you in the browser? When ...

Hi Lilian, Thanks for contacting us. There's  a couple things we need you to do before we move forward with troubleshooting. 1) Was the appointment synchronization successful? Do your Outlook appointments appear in Method and vice-versa? 2) Please verify that under "Edit settings for User (Username)" on step ...

Hi Lynn, I did some quick research and this message sounds like it is network related. Some Internet forums are suggesting it may be your smtp sever limiting message traffic, which means you can’t send too many emails. You might also want to check if your ISP requires “SSL” for email SMTP connections? This option is not ...

Tal, Thank you for sending me your QuickBooks screenshots yesterday, and for your email describing your process of changing estimates in QuickBooks.   We are still unable to duplicate the behavior you described, however. Right now we are trying to figure out whether Method could somehow be the cause of this, or whether is a result of ...

Jacob - We're still waiting for the next live publish before we push out the calendar and work order screens with the mapping on them.  Reason being if we pushed them out now, the mapping buttons would still show up on the regular site but wouldn't do anything - as they would only work on the beta site. I know you eager to get it - ...

Dave - The API call works as it is intended. The URL you provided in your email needs to be HTML decoded.  So where you see "&" in the URL, you need to do an Server.HTMLdecode to convert it to "&".  This is pretty standard if you are receiving and sending data via XML. Please note, however, ...

 Hello Nando, By "Auto email" if you mean; is there a way for Method to e-mail the reports automatically when the reports are generated in Method? Then that's something Method wouldn't be able to do. However, if you want to be able to attach the scheduled report once it's in Method, then with customization you can ...

Hi Rick, This is covered in the Initial Setup Service call and found in the Xora User Guide. You must fill out your Account Information for both Xora and Method. In Method click the Xora Set up screen. Click Launch Preferences. Under Account Information: Enter your Method Account number, Method UserID and Method Password. This can be ...